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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 | $346,998 | $134,001+159.0% | $112,258+209.1% | $134,509+158.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.32% | 47.15%-74.5pp | 27.47%-54.8pp | 418.13%-445.5pp |
| Employer contribution / active EE | $20,280 | $4,039+402.1% | $3,636+457.8% | $4,741+327.8% |
| Participant deferral / active EE | $20,280 | $5,291+283.3% | $4,728+328.9% | $6,400+216.9% |
| Admin fee / account holder | $790 | $7,491-89.4% | $6,411-87.7% | $11,427-93.1% |