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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 | $292,860 | $101,752+187.8% | $164,928+77.6% | $80,911+262.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | -2.74% | 16.73%-19.5pp | 70.08%-72.8pp | 35.63%-38.4pp |
| Employer contribution / active EE | $17,652 | $2,953+497.7% | $4,343+306.4% | $2,756+540.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $29,209 | $8,218+255.4% | $12,684+130.3% | $6,935+321.2% |