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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 | $363,354 | $180,028+101.8% | $138,135+163.0% | $158,982+128.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | -2.59% | 21.68%-24.3pp | 20.51%-23.1pp | 302.99%-305.6pp |
| Employer contribution / active EE | $7,029 | $7,470-5.9% | $5,587+25.8% | $4,763+47.6% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,717 | $17,912-84.8% | $11,856-77.1% | $11,252-75.9% |