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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 | $389,757 | $192,829+102.1% | $142,516+173.5% | $139,466+179.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | -10.16% | 17.99%-28.2pp | 19.99%-30.2pp | 373.66%-383.8pp |
| Employer contribution / active EE | $3,416 | $5,808-41.2% | $4,849-29.6% | $4,754-28.1% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $30,061 | $15,120+98.8% | $10,008+200.4% | $11,409+163.5% |