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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 | $265,830 | $93,586+184.1% | $135,925+95.6% | $75,173+253.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -3.87% | 30.90%-34.8pp | 68.25%-72.1pp | 160.65%-164.5pp |
| Employer contribution / active EE | $14,825 | $3,537+319.1% | $4,857+205.2% | $2,670+455.2% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $34,721 | $6,977+397.6% | $10,764+222.6% | $5,651+514.4% |