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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 | $300,093 | $54,357+452.1% | $82,706+262.8% | $68,495+338.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.85% | -13.67%-6.2pp | 701.76%-721.6pp | -7.84%-12.0pp |
| Employer contribution / active EE | $15,545 | $2,218+600.7% | $3,007+416.9% | $2,596+498.7% |
| Participant deferral / active EE | $6,674 | $3,246+105.6% | $4,394+51.9% | $4,028+65.7% |
| Admin fee / account holder | $15,832 | $4,396+260.1% | $5,329+197.1% | $5,403+193.0% |