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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 | $797,797 | $124,346+541.6% | $111,308+616.7% | $167,536+376.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | -13.44% | 37.45%-50.9pp | 54.67%-68.1pp | 478.82%-492.3pp |
| Employer contribution / active EE | $30,874 | $3,437+798.2% | $2,732+1030.2% | $4,839+538.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $53,980 | $10,621+408.2% | $7,965+577.7% | $12,315+338.3% |