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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 | $1,348,262 | $152,612+783.5% | $125,192+977.0% | $152,897+781.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -2.69% | 54.85%-57.5pp | 43.79%-46.5pp | 345.43%-348.1pp |
| Employer contribution / active EE | $15,242 | $4,947+208.1% | $3,866+294.3% | $4,764+220.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $248,445 | $13,437+1749.0% | $9,704+2460.3% | $11,599+2041.9% |