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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 | $102,422+278.2% | $147,117+163.3% | $80,959+378.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -3.37% | 135.16%-138.5pp | 420.54%-423.9pp | 35.67%-39.0pp |
| Employer contribution / active EE | $5,238 | $3,717+40.9% | $4,932+6.2% | $2,757+90.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,462 | $7,953-43.9% | $12,993-65.7% | $6,925-35.6% |