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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 | $303,524 | $112,935+168.8% | $90,970+233.7% | $158,966+90.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -5.49% | 215.79%-221.3pp | 134.58%-140.1pp | 302.95%-308.4pp |
| Employer contribution / active EE | $13,096 | $2,895+352.5% | $2,122+517.0% | $4,762+175.0% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,589 | $8,045+31.6% | $5,960+77.7% | $11,250-5.9% |