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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 | $349,265 | $138,075+153.0% | $123,552+182.7% | $135,379+158.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.79% | 153.70%-163.5pp | 119.20%-129.0pp | 519.79%-529.6pp |
| Employer contribution / active EE | $17,331 | $5,152+236.4% | $4,628+274.5% | $4,779+262.6% |
| Participant deferral / active EE | $6,754 | $6,800-0.7% | $6,426+5.1% | $5,609+20.4% |
| Admin fee / account holder | $866 | $10,917-92.1% | $9,285-90.7% | $10,828-92.0% |