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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 | $414,938 | $167,353+147.9% | $143,797+188.6% | $134,545+208.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.33% | 0.48%-22.8pp | -0.04%-22.3pp | 418.37%-440.7pp |
| Employer contribution / active EE | $28,529 | $5,620+407.6% | $4,952+476.1% | $4,742+501.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $206,348 | $18,096+1040.3% | $14,679+1305.7% | $11,431+1705.2% |