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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 | $259,785 | $167,504+55.1% | $151,628+71.3% | $134,509+93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.07% | 7.81%-30.9pp | 3.34%-26.4pp | 418.13%-441.2pp |
| Employer contribution / active EE | $17,938 | $6,828+162.7% | $6,165+191.0% | $4,741+278.4% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,070 | $13,779-48.7% | $11,613-39.1% | $11,427-38.1% |