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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 | $387,370 | $102,429+278.2% | $147,096+163.3% | $80,925+378.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -3.37% | 135.02%-138.4pp | 419.75%-423.1pp | 35.65%-39.0pp |
| Employer contribution / active EE | $5,238 | $3,716+41.0% | $4,936+6.1% | $2,756+90.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,462 | $7,957-43.9% | $13,005-65.7% | $6,940-35.7% |