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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 | $311,083 | $93,345+233.3% | $119,126+161.1% | $87,485+255.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | -21.97% | 19.08%-41.1pp | 282.11%-304.1pp | 26.06%-48.0pp |
| Employer contribution / active EE | $15,212 | $3,172+379.6% | $4,034+277.1% | $2,596+485.9% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,176 | $8,039-35.6% | $10,693-51.6% | $7,775-33.4% |