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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 | $260,934 | $157,296+65.9% | $141,191+84.8% | $152,897+70.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -4.09% | 64.34%-68.4pp | 71.41%-75.5pp | 345.43%-349.5pp |
| Employer contribution / active EE | $2,881 | $5,262-45.3% | $4,736-39.2% | $4,764-39.5% |
| Participant deferral / active EE | $8,460 | $7,111+19.0% | $6,710+26.1% | $5,851+44.6% |
| Admin fee / account holder | $2,836 | $12,125-76.6% | $10,264-72.4% | $11,599-75.5% |