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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 | $315,478 | $99,875+215.9% | $146,866+114.8% | $86,983+262.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -3.07% | 28.10%-31.2pp | 102.85%-105.9pp | 25.83%-28.9pp |
| Employer contribution / active EE | $13,638 | $3,224+323.0% | $4,425+208.2% | $2,584+427.7% |
| Participant deferral / active EE | $14,537 | $6,322+129.9% | $7,759+87.3% | $4,194+246.6% |
| Admin fee / account holder | $55,411 | $7,838+607.0% | $13,620+306.8% | $7,856+605.3% |