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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 | $288,400 | $110,337+161.4% | $102,383+181.7% | $145,877+97.7% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | -12.01% | 24.83%-36.8pp | 24.94%-36.9pp | 551.28%-563.3pp |
| Employer contribution / active EE | $14,858 | $4,216+252.4% | $3,870+283.9% | $4,663+218.6% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $28,028 | $9,750+187.5% | $8,391+234.0% | $13,402+109.1% |