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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 | $308,483 | $154,193+100.1% | $130,045+137.2% | $139,466+121.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 4.90% | 32.51%-27.6pp | -137.30%+142.2pp | 373.66%-368.8pp |
| Employer contribution / active EE | $37,601 | $5,292+610.6% | $4,321+770.1% | $4,754+690.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $220,054 | $13,989+1473.0% | $10,600+1975.9% | $11,409+1828.8% |