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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 | $453,376 | $78,694+476.1% | $67,653+570.1% | $125,388+261.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -6.80% | 9.46%-16.3pp | 6625.22%-6632.0pp | 282.24%-289.0pp |
| Employer contribution / active EE | $17,275 | $3,044+467.6% | $2,266+662.5% | $4,866+255.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $319 | $7,403-95.7% | $4,821-93.4% | $9,541-96.7% |