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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 | $423,132 | $167,352+152.8% | $143,788+194.3% | $134,509+214.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.53% | 0.47%-21.0pp | -0.03%-20.5pp | 418.13%-438.7pp |
| Employer contribution / active EE | $23,193 | $5,620+312.7% | $4,952+368.4% | $4,741+389.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,407 | $18,091-75.6% | $14,675-70.0% | $11,427-61.4% |