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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 | $250,568 | $97,732+156.4% | $83,831+198.9% | $135,380+85.1% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -10.51% | 1287.56%-1298.1pp | 850.99%-861.5pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,666 | $4,222-60.5% | $3,631-54.1% | $4,779-65.1% |
| Participant deferral / active EE | $11,433 | $4,683+144.1% | $4,082+180.1% | $5,609+103.8% |
| Admin fee / account holder | $1,095 | $6,675-83.6% | $5,479-80.0% | $10,828-89.9% |