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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 | $278,516 | $140,592+98.1% | $123,105+126.2% | $125,389+122.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -16.48% | 16.80%-33.3pp | 13.22%-29.7pp | 282.24%-298.7pp |
| Employer contribution / active EE | $41,667 | $6,041+589.7% | $5,151+708.9% | $4,866+756.3% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $202,412 | $11,198+1707.6% | $9,014+2145.5% | $9,541+2021.5% |