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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 | $354,260 | $100,811+251.4% | $86,698+308.6% | $134,545+163.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -34.44% | 29.11%-63.6pp | 35.96%-70.4pp | 418.37%-452.8pp |
| Employer contribution / active EE | $25,234 | $3,490+623.0% | $2,837+789.5% | $4,742+432.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24,255 | $10,926+122.0% | $7,492+223.7% | $11,431+112.2% |