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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 | $296,521 | $86,298+243.6% | $111,308+166.4% | $85,847+245.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -5.12% | 19.99%-25.1pp | 54.67%-59.8pp | 318.61%-323.7pp |
| Employer contribution / active EE | $21,051 | $2,044+930.1% | $2,732+670.6% | $2,565+720.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,492 | $8,189-57.4% | $7,965-56.2% | $6,261-44.2% |