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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 | $396,068 | $57,072+594.0% | - | $125,389+215.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | - | 83.2%+16.8pp |
| Annual return | -4.43% | 36.57%-41.0pp | - | 282.24%-286.7pp |
| Employer contribution / active EE | $25,000 | $3,605+593.5% | - | $4,866+413.8% |
| Participant deferral / active EE | $0 | $3,350-100.0% | - | $5,352-100.0% |
| Admin fee / account holder | $6,805 | $2,644+157.4% | - | $9,541-28.7% |