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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 | $583,529 | $100,911+478.3% | $90,440+545.2% | $158,966+267.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -2.98% | 1726.62%-1729.6pp | 1294.38%-1297.4pp | 302.95%-305.9pp |
| Employer contribution / active EE | $5,308 | $3,690+43.8% | $3,263+62.7% | $4,762+11.5% |
| Participant deferral / active EE | $3,309 | $4,348-23.9% | $3,964-16.5% | $5,983-44.7% |
| Admin fee / account holder | $39,807 | $6,507+511.7% | $5,615+609.0% | $11,250+253.8% |