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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 | $270,725 | $100,805+168.6% | $86,698+212.3% | $134,532+101.2% |
| Participation rate | 92.3% | 79.0%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -23.51% | 29.09%-52.6pp | 35.95%-59.5pp | 418.27%-441.8pp |
| Employer contribution / active EE | $29,067 | $3,490+732.9% | $2,837+924.7% | $4,741+513.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,942 | $10,925-45.6% | $7,493-20.7% | $11,429-48.0% |