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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 | $253,495 | $87,059+191.2% | $105,608+140.0% | $80,925+213.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | -5.30% | 17.05%-22.3pp | 116.50%-121.8pp | 35.65%-40.9pp |
| Employer contribution / active EE | $10,785 | $2,396+350.0% | $3,167+240.6% | $2,756+291.3% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,427 | $8,443-59.4% | $11,028-68.9% | $6,940-50.6% |