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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 | $487,519 | $92,743+425.7% | $82,744+489.2% | $134,532+262.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.35% | 946.63%-971.0pp | 702.22%-726.6pp | 418.27%-442.6pp |
| Employer contribution / active EE | $16,608 | $3,273+407.5% | $3,008+452.1% | $4,741+250.3% |
| Participant deferral / active EE | $11,738 | $4,802+144.5% | $4,395+167.1% | $6,401+83.4% |
| Admin fee / account holder | $981 | $5,977-83.6% | $5,325-81.6% | $11,429-91.4% |