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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 | $397,810 | $135,956+192.6% | $123,894+221.1% | $273,972+45.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -2.69% | 56.63%-59.3pp | 47.52%-50.2pp | 41.46%-44.1pp |
| Employer contribution / active EE | $12,638 | $5,170+144.5% | $4,617+173.7% | $4,869+159.6% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $38,705 | $9,817+294.2% | $8,357+363.1% | $10,133+282.0% |