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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 | $405,790 | $167,352+142.5% | $143,788+182.2% | $134,509+201.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.74% | 0.47%-21.2pp | -0.03%-20.7pp | 418.13%-438.9pp |
| Employer contribution / active EE | $19,238 | $5,620+242.3% | $4,952+288.5% | $4,741+305.8% |
| Participant deferral / active EE | $12,500 | $6,447+93.9% | $5,638+121.7% | $6,400+95.3% |
| Admin fee / account holder | $23,378 | $18,091+29.2% | $14,675+59.3% | $11,427+104.6% |