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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 | $334,431 | $127,387+162.5% | $115,038+190.7% | $125,389+166.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.72% | 31.28%-36.0pp | 26.14%-30.9pp | 282.24%-287.0pp |
| Employer contribution / active EE | $22,116 | $5,166+328.1% | $4,608+380.0% | $4,866+354.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,922 | $9,516-69.3% | $8,175-64.3% | $9,541-69.4% |