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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 | $723,715 | $82,674+775.4% | $125,381+477.2% | $68,486+956.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.44% | -5.97%-15.5pp | 572.31%-593.7pp | -7.85%-13.6pp |
| Employer contribution / active EE | $24,875 | $3,382+635.6% | $4,815+416.6% | $2,597+858.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16,836 | $6,277+168.2% | $10,007+68.2% | $5,404+211.6% |