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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 | $79,181+415.4% | $102,423+298.5% | $74,429+448.3% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | -6.87% | 54.97%-61.8pp | 29.42%-36.3pp | 1368.38%-1375.3pp |
| Employer contribution / active EE | $23,764 | $2,362+906.3% | $3,023+686.1% | $2,625+805.3% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $10,888 | $2,002+443.9% | $9,455+15.2% | $1,944+460.0% |