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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 | $339,655 | $93,598+262.9% | $135,974+149.8% | $75,173+351.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -33.79% | 30.89%-64.7pp | 68.30%-102.1pp | 160.72%-194.5pp |
| Employer contribution / active EE | $22,106 | $3,538+524.8% | $4,859+355.0% | $2,671+727.7% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,766 | $6,978+11.3% | $10,767-27.9% | $5,651+37.4% |