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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 | $529,155 | $90,607+484.0% | $79,467+565.9% | $135,380+290.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.29% | 977.74%-988.0pp | 718.30%-728.6pp | 519.81%-530.1pp |
| Employer contribution / active EE | $3,725 | $3,068+21.4% | $2,800+33.0% | $4,779-22.1% |
| Participant deferral / active EE | $18,500 | $4,050+356.7% | $3,704+399.5% | $5,609+229.8% |
| Admin fee / account holder | $520 | $5,895-91.2% | $5,104-89.8% | $10,828-95.2% |