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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 | $455,991 | $95,979+375.1% | $74,551+511.7% | $135,380+236.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -22.81% | 56.97%-79.8pp | 32.53%-55.3pp | 519.81%-542.6pp |
| Employer contribution / active EE | $20,307 | $2,716+647.6% | $1,961+935.5% | $4,779+324.9% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,813 | $6,522+19.8% | $5,059+54.4% | $10,828-27.8% |