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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 | $366,134 | $82,678+342.8% | $125,391+192.0% | $68,490+434.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.17% | -5.97%-15.2pp | 572.41%-593.6pp | -7.85%-13.3pp |
| Employer contribution / active EE | $5,515 | $3,382+63.1% | $4,816+14.5% | $2,597+112.4% |
| Participant deferral / active EE | $12,750 | $6,111+108.6% | $7,448+71.2% | $4,028+216.6% |
| Admin fee / account holder | $3,575 | $6,277-43.1% | $10,009-64.3% | $5,403-33.8% |