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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 | $263,542 | $100,060+163.4% | $149,721+76.0% | $70,126+275.8% |
| Participation rate | 94.7% | 83.6%+11.2pp | 87.1%+7.7pp | 69.5%+25.2pp |
| Annual return | -1.52% | 27.46%-29.0pp | 1501.67%-1503.2pp | 73.15%-74.7pp |
| Employer contribution / active EE | $10,395 | $3,661+183.9% | $5,444+90.9% | $2,343+343.7% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,282 | $8,285+36.2% | $11,2820% | $4,645+142.9% |