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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 | $318,535 | $102,065+212.1% | $453,569-29.8% | $85,851+271.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | -2.51% | 25.44%-28.0pp | 64.43%-66.9pp | 318.63%-321.1pp |
| Employer contribution / active EE | $23,039 | $2,852+707.9% | $4,072+465.8% | $2,565+798.0% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $80,849 | $5,717+1314.3% | $11,214+621.0% | $6,261+1191.3% |