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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 | $471,149 | $124,330+279.0% | $109,173+331.6% | $167,536+181.2% |
| Participation rate | 95.2% | 79.5%+15.8pp | 75.9%+19.4pp | 82.1%+13.1pp |
| Annual return | -21.59% | 26.04%-47.6pp | 25.75%-47.3pp | 478.82%-500.4pp |
| Employer contribution / active EE | $15,431 | $4,209+266.6% | $3,723+314.5% | $4,839+218.9% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $84,974 | $7,974+965.6% | $6,755+1158.0% | $12,315+590.0% |