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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 | $907,223 | $133,981+577.1% | $112,249+708.2% | $134,532+574.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.05% | 47.16%-69.2pp | 27.48%-49.5pp | 418.27%-440.3pp |
| Employer contribution / active EE | $31,807 | $4,040+687.3% | $3,636+774.8% | $4,741+570.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $38,086 | $7,492+408.4% | $6,412+493.9% | $11,429+233.3% |