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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 | $539,346 | $112,300+380.3% | $90,223+497.8% | $125,389+330.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -26.71% | -0.57%-26.1pp | 1.31%-28.0pp | 282.24%-309.0pp |
| Employer contribution / active EE | $4,442 | $5,181-14.3% | $4,378+1.4% | $4,866-8.7% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,000 | $10,990-9.0% | $7,406+35.0% | $9,541+4.8% |