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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 | $407,784 | $167,352+143.7% | $143,788+183.6% | $134,509+203.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.70% | 0.47%-21.2pp | -0.03%-20.7pp | 418.13%-438.8pp |
| Employer contribution / active EE | $12,344 | $5,620+119.6% | $4,952+149.3% | $4,741+160.4% |
| Participant deferral / active EE | $11,675 | $6,447+81.1% | $5,638+107.1% | $6,400+82.4% |
| Admin fee / account holder | $7,207 | $18,091-60.2% | $14,675-50.9% | $11,427-36.9% |