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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 | $142,426+85.2% | $115,167+129.0% | $152,909+72.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | -5.65% | 41.48%-47.1pp | 35.60%-41.3pp | 345.46%-351.1pp |
| Employer contribution / active EE | $15,000 | $4,011+274.0% | $3,179+371.8% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,000 | $8,464-29.1% | $7,089-15.4% | $11,601-48.3% |