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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 | $337,844 | $167,352+101.9% | $143,788+135.0% | $134,509+151.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.89% | 0.47%-22.4pp | -0.03%-21.9pp | 418.13%-440.0pp |
| Employer contribution / active EE | $45,000 | $5,620+700.7% | $4,952+808.8% | $4,741+849.3% |
| Participant deferral / active EE | $20,500 | $6,447+218.0% | $5,638+263.6% | $6,400+220.3% |
| Admin fee / account holder | $3,702 | $18,091-79.5% | $14,675-74.8% | $11,427-67.6% |