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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 | $133,981+159.0% | $112,249+209.1% | $134,532+157.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.32% | 47.16%-74.5pp | 27.48%-54.8pp | 418.27%-445.6pp |
| Employer contribution / active EE | $20,280 | $4,040+402.0% | $3,636+457.7% | $4,741+327.8% |
| Participant deferral / active EE | $20,280 | $5,292+283.2% | $4,729+328.8% | $6,401+216.8% |
| Admin fee / account holder | $790 | $7,492-89.5% | $6,412-87.7% | $11,429-93.1% |