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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 | $310,972 | $118,708+162.0% | $98,920+214.4% | $158,966+95.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -5.27% | 372.49%-377.8pp | 196.47%-201.7pp | 302.95%-308.2pp |
| Employer contribution / active EE | $3,000 | $3,334-10.0% | $2,689+11.5% | $4,762-37.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,937 | $10,134+7.9% | $6,643+64.6% | $11,250-2.8% |