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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 | $264,374 | $110,212+139.9% | $96,534+173.9% | $139,466+89.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -8.45% | 26.42%-34.9pp | 25.88%-34.3pp | 373.66%-382.1pp |
| Employer contribution / active EE | $35,585 | $3,620+883.0% | $2,965+1100.0% | $4,754+648.5% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,609 | $11,599-60.3% | $8,253-44.2% | $11,409-59.6% |