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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 | $263,771 | $142,405+85.2% | $115,157+129.1% | $152,870+72.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | -5.65% | 41.48%-47.1pp | 35.60%-41.3pp | 345.34%-351.0pp |
| Employer contribution / active EE | $15,000 | $4,010+274.1% | $3,179+371.9% | $4,763+214.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6,000 | $8,462-29.1% | $7,088-15.3% | $11,597-48.3% |