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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 | $259,097 | $87,546+196.0% | $75,784+241.9% | $125,389+106.6% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | -16.75% | 13.49%-30.2pp | 9.68%-26.4pp | 282.24%-299.0pp |
| Employer contribution / active EE | $21,328 | $3,930+442.7% | $3,323+541.8% | $4,866+338.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,794 | $6,503+96.7% | $5,300+141.4% | $9,541+34.1% |