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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 | $102,382+278.4% | $147,005+163.5% | $80,874+379.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -3.37% | 134.89%-138.3pp | 418.76%-422.1pp | 35.62%-39.0pp |
| Employer contribution / active EE | $5,238 | $3,715+41.0% | $4,934+6.2% | $2,756+90.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,462 | $7,942-43.8% | $13,006-65.7% | $6,935-35.7% |