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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 | $380,499 | $115,810+228.6% | $101,271+275.7% | $158,966+139.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -3.06% | 56.15%-59.2pp | 46.48%-49.5pp | 302.95%-306.0pp |
| Employer contribution / active EE | $12,897 | $4,175+208.9% | $3,660+252.4% | $4,762+170.8% |
| Participant deferral / active EE | $16,173 | $4,958+226.2% | $4,371+270.0% | $5,983+170.3% |
| Admin fee / account holder | $362,864 | $7,248+4906.3% | $5,948+6001.1% | $11,250+3125.5% |