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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 | $478,139 | $162,812+193.7% | $133,971+256.9% | $158,966+200.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -8.33% | 41.94%-50.3pp | 45.09%-53.4pp | 302.95%-311.3pp |
| Employer contribution / active EE | $21,070 | $4,976+323.4% | $3,919+437.7% | $4,762+342.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $46,432 | $11,741+295.5% | $8,929+420.0% | $11,250+312.7% |