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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 | $516,533 | $124,346+315.4% | $111,308+364.1% | $167,536+208.3% |
| Participation rate | 91.3% | 79.6%+11.7pp | 77.3%+14.0pp | 82.1%+9.2pp |
| Annual return | -4.83% | 37.45%-42.3pp | 54.67%-59.5pp | 478.82%-483.6pp |
| Employer contribution / active EE | $32,710 | $3,437+851.6% | $2,732+1097.4% | $4,839+576.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $45,248 | $10,621+326.0% | $7,965+468.1% | $12,315+267.4% |