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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 | $254,557 | $112,935+125.4% | $90,970+179.8% | $158,966+60.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -5.62% | 215.79%-221.4pp | 134.58%-140.2pp | 302.95%-308.6pp |
| Employer contribution / active EE | $5,867 | $2,895+102.7% | $2,122+176.4% | $4,762+23.2% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,761 | $8,045-3.5% | $5,960+30.2% | $11,250-31.0% |