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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 | $634,422 | $198,457+219.7% | $170,435+272.2% | $147,586+329.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -9.44% | 257.30%-266.7pp | 205.94%-215.4pp | 578.59%-588.0pp |
| Employer contribution / active EE | $29,845 | $6,183+382.7% | $5,432+449.4% | $4,876+512.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,709 | $16,852-83.9% | $13,881-80.5% | $10,886-75.1% |