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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 | $353,567 | $112,300+214.8% | $90,223+291.9% | $125,389+182.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -8.37% | -0.57%-7.8pp | 1.31%-9.7pp | 282.24%-290.6pp |
| Employer contribution / active EE | $15,185 | $5,181+193.1% | $4,378+246.8% | $4,866+212.0% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,555 | $10,990-67.7% | $7,406-52.0% | $9,541-62.7% |