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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 | $295,564 | $149,778+97.3% | $118,946+148.5% | $158,950+85.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -1.79% | 19.95%-21.7pp | 35.89%-37.7pp | 302.91%-304.7pp |
| Employer contribution / active EE | $5,000 | $4,117+21.5% | $3,263+53.2% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,065 | $8,604-64.4% | $6,581-53.4% | $11,248-72.8% |