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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 | $322,208 | $93,346+245.2% | $71,796+348.8% | $273,972+17.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -9.81% | 130.39%-140.2pp | 78.04%-87.8pp | 41.46%-51.3pp |
| Employer contribution / active EE | $8,333 | $2,733+204.9% | $1,924+333.0% | $4,869+71.2% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,318 | $6,571-64.7% | $4,815-51.9% | $10,133-77.1% |