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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 | $769,375 | $107,806+613.7% | $90,655+748.7% | $135,382+468.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -12.39% | -0.90%-11.5pp | 1.89%-14.3pp | 519.77%-532.2pp |
| Employer contribution / active EE | $25,624 | $3,018+749.1% | $2,532+912.1% | $4,779+436.2% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,658 | $5,931-21.5% | $4,994-6.7% | $10,829-57.0% |