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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 | $465,298 | $113,935+308.4% | $94,224+393.8% | $125,392+271.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -8.96% | 5.29%-14.2pp | 10.68%-19.6pp | 282.23%-291.2pp |
| Employer contribution / active EE | $17,637 | $4,727+273.1% | $3,587+391.8% | $4,866+262.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,351-100.0% |
| Admin fee / account holder | $11,314 | $8,391+34.8% | $6,269+80.5% | $9,541+18.6% |