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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 | $382,762 | $102,638+272.9% | $81,982+366.9% | $158,982+140.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | -2.27% | 61.05%-63.3pp | 41.31%-43.6pp | 302.99%-305.3pp |
| Employer contribution / active EE | $25,846 | $3,241+697.5% | $2,498+934.5% | $4,763+442.7% |
| Participant deferral / active EE | $4,479 | $4,649-3.7% | $3,722+20.3% | $5,983-25.2% |
| Admin fee / account holder | $39,520 | $8,237+379.8% | $5,665+597.6% | $11,252+251.2% |