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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 | $431,214 | $75,832+468.6% | $147,617+192.1% | $59,633+623.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.96% | 0.37%-3.3pp | 61.98%-64.9pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $15,429 | $3,485+342.8% | $5,564+177.3% | $2,203+600.5% |
| Participant deferral / active EE | $9,051 | $3,131+189.1% | $4,895+84.9% | $3,192+183.6% |
| Admin fee / account holder | $946 | $5,986-84.2% | $11,612-91.9% | $4,297-78.0% |