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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 | $613,058 | $138,072+344.0% | $123,549+396.2% | $135,382+352.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -54.12% | 153.69%-207.8pp | 119.20%-173.3pp | 519.77%-573.9pp |
| Employer contribution / active EE | $27,500 | $5,152+433.8% | $4,628+494.2% | $4,779+475.5% |
| Participant deferral / active EE | $24,500 | $6,799+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $53,018 | $10,917+385.7% | $9,284+471.0% | $10,829+389.6% |