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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 | $79,189+415.4% | $102,457+298.3% | $74,400+448.5% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | -6.87% | 54.98%-61.8pp | 29.41%-36.3pp | 1367.51%-1374.4pp |
| Employer contribution / active EE | $23,764 | $2,362+905.9% | $3,022+686.3% | $2,624+805.5% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $10,888 | $2,002+443.8% | $9,451+15.2% | $1,944+460.2% |