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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 | $291,184 | $93,124+212.7% | $77,100+277.7% | $134,545+116.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.35% | 62.68%-85.0pp | 42.35%-64.7pp | 418.37%-440.7pp |
| Employer contribution / active EE | $2,883 | $3,421-15.7% | $2,815+2.4% | $4,742-39.2% |
| Participant deferral / active EE | $15,298 | $5,242+191.8% | $4,430+245.4% | $6,401+139.0% |
| Admin fee / account holder | $2,040 | $6,970-70.7% | $5,443-62.5% | $11,431-82.1% |