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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 | $468,673 | $135,956+244.7% | $123,894+278.3% | $273,972+71.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -4.66% | 56.63%-61.3pp | 47.52%-52.2pp | 41.46%-46.1pp |
| Employer contribution / active EE | $29,043 | $5,170+461.8% | $4,617+529.1% | $4,869+496.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,958 | $9,817-59.7% | $8,357-52.6% | $10,133-60.9% |