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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 | $345,476 | $65,034+431.2% | $90,970+279.8% | $79,856+332.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | -5.14% | 30.45%-35.6pp | 134.60%-139.7pp | 31.71%-36.9pp |
| Employer contribution / active EE | $8,953 | $1,247+617.8% | $2,122+322.0% | $2,471+262.3% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $12,217 | $4,536+169.3% | $5,961+105.0% | $5,306+130.2% |