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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 | $456,073 | $107,368+324.8% | $92,915+390.8% | $152,909+198.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -1.39% | 145.64%-147.0pp | 109.45%-110.8pp | 345.46%-346.9pp |
| Employer contribution / active EE | $14,526 | $4,222+244.0% | $3,653+297.6% | $4,764+204.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $459 | $7,082-93.5% | $5,796-92.1% | $11,601-96.0% |