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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 | $671,918 | $69,541+866.2% | $59,899+1021.8% | $135,380+396.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.84% | 7.95%-17.8pp | 3.46%-13.3pp | 519.81%-529.6pp |
| Employer contribution / active EE | $35,493 | $3,236+996.8% | $2,723+1203.6% | $4,779+642.7% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,015 | $5,737+22.3% | $3,592+95.3% | $10,828-35.2% |