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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 | $330,071 | $167,522+97.0% | $151,639+117.7% | $134,532+145.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.22% | 7.81%-30.0pp | 3.34%-25.6pp | 418.27%-440.5pp |
| Employer contribution / active EE | $45,644 | $6,828+568.5% | $6,165+640.4% | $4,741+862.7% |
| Participant deferral / active EE | $5,865 | $8,986-34.7% | $8,363-29.9% | $6,401-8.4% |
| Admin fee / account holder | $1,113 | $13,780-91.9% | $11,613-90.4% | $11,429-90.3% |