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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 | $337,184 | $56,200+500.0% | $67,653+398.4% | $59,633+465.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -4.03% | 18506.71%-18510.7pp | 6625.22%-6629.2pp | 2041.40%-2045.4pp |
| Employer contribution / active EE | $31,232 | $1,615+1834.3% | $2,266+1278.5% | $2,203+1318.0% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $13,502 | $3,959+241.1% | $4,821+180.1% | $4,297+214.2% |