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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 | $515,903 | $75,935+579.4% | $60,547+752.1% | $125,389+311.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -7.43% | -5.38%-2.1pp | 335.64%-343.1pp | 282.24%-289.7pp |
| Employer contribution / active EE | $13,118 | $3,438+281.6% | $2,419+442.2% | $4,866+169.6% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,074 | $6,768+78.4% | $4,536+166.2% | $9,541+26.5% |