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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,458 | $142,361+111.8% | $119,608+152.0% | $134,509+124.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -28.78% | -12.46%-16.3pp | -14.98%-13.8pp | 418.13%-446.9pp |
| Employer contribution / active EE | $14,529 | $5,224+178.1% | $4,232+243.3% | $4,741+206.5% |
| Participant deferral / active EE | $5,400 | $6,468-16.5% | $5,601-3.6% | $6,400-15.6% |
| Admin fee / account holder | $975,255 | $13,588+7077.5% | $10,326+9345.0% | $11,427+8434.9% |