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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 | $328,856 | $127,387+158.2% | $115,038+185.9% | $125,389+162.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.43% | 31.28%-40.7pp | 26.14%-35.6pp | 282.24%-291.7pp |
| Employer contribution / active EE | $27,464 | $5,166+431.6% | $4,608+496.0% | $4,866+464.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,188 | $9,516-77.0% | $8,175-73.2% | $9,541-77.1% |