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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 | $261,911 | $167,504+56.4% | $151,628+72.7% | $134,509+94.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.69% | 7.81%-33.5pp | 3.34%-29.0pp | 418.13%-443.8pp |
| Employer contribution / active EE | $5,830 | $6,828-14.6% | $6,165-5.4% | $4,741+23.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $93,074 | $13,779+575.5% | $11,613+701.5% | $11,427+714.5% |