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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 | $408,115 | $79,223+415.1% | $102,460+298.3% | $74,478+448.0% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.8pp |
| Annual return | -6.87% | 54.98%-61.8pp | 29.47%-36.3pp | 1370.56%-1377.4pp |
| Employer contribution / active EE | $23,764 | $2,363+905.6% | $3,025+685.5% | $2,626+804.9% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $10,888 | $2,003+443.6% | $9,460+15.1% | $1,946+459.6% |