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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 | $279,453 | $87,546+219.2% | $75,784+268.7% | $125,389+122.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.88% | 13.49%-17.4pp | 9.68%-13.6pp | 282.24%-286.1pp |
| Employer contribution / active EE | $10,020 | $3,930+155.0% | $3,323+201.5% | $4,866+105.9% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,422 | $6,503-16.6% | $5,300+2.3% | $9,541-43.2% |