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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 | $285,984 | $82,674+245.9% | $125,381+128.1% | $68,486+317.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.62% | -5.97%-17.7pp | 572.31%-595.9pp | -7.85%-15.8pp |
| Employer contribution / active EE | $18,171 | $3,382+437.3% | $4,815+277.4% | $2,597+599.8% |
| Participant deferral / active EE | $7,981 | $6,111+30.6% | $7,448+7.2% | $4,028+98.2% |
| Admin fee / account holder | $12,528 | $6,277+99.6% | $10,007+25.2% | $5,404+131.8% |