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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 | $425,498 | $176,402+141.2% | $134,162+217.2% | $158,966+167.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -0.07% | 63.66%-63.7pp | 36.35%-36.4pp | 302.95%-303.0pp |
| Employer contribution / active EE | $18,795 | $5,042+272.8% | $3,705+407.3% | $4,762+294.6% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $33,333 | $8,719+282.3% | $6,685+398.6% | $11,250+196.3% |