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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 | $676,921 | $173,526+290.1% | $136,072+397.5% | $145,884+364.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | -2.13% | 1167.12%-1169.2pp | 580.46%-582.6pp | 551.85%-554.0pp |
| Employer contribution / active EE | $1,419 | $5,285-73.1% | $4,216-66.3% | $4,662-69.6% |
| Participant deferral / active EE | $0 | $8,711-100.0% | $7,028-100.0% | $6,690-100.0% |
| Admin fee / account holder | $30,157 | $9,665+212.0% | $6,718+348.9% | $13,392+125.2% |