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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 | $519,684 | $167,323+210.6% | $143,770+261.5% | $134,493+286.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.18% | 0.47%-23.7pp | -0.04%-23.1pp | 418.01%-441.2pp |
| Employer contribution / active EE | $20,311 | $5,619+261.4% | $4,951+310.2% | $4,740+328.5% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11,087 | $18,088-38.7% | $14,673-24.4% | $11,425-3.0% |