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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 | $290,865 | $93,617+210.7% | $135,982+113.9% | $75,177+286.9% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 67.2%+11.6pp |
| Annual return | -3.01% | 30.89%-33.9pp | 68.32%-71.3pp | 160.75%-163.8pp |
| Employer contribution / active EE | $12,337 | $3,538+248.7% | $4,859+153.9% | $2,671+361.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,659 | $6,980-33.2% | $10,767-56.7% | $5,651-17.6% |