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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 | $482,453 | $90,486+433.2% | $78,676+513.2% | $273,972+76.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -5.37% | 75.62%-81.0pp | 62.19%-67.6pp | 41.46%-46.8pp |
| Employer contribution / active EE | $18,990 | $3,175+498.1% | $2,850+566.3% | $4,869+290.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,522 | $5,263+118.9% | $4,510+155.5% | $10,133+13.7% |