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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 | $535,530 | $138,076+287.9% | $123,553+333.4% | $135,380+295.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -23.46% | 153.70%-177.2pp | 119.21%-142.7pp | 519.81%-543.3pp |
| Employer contribution / active EE | $31,960 | $5,152+520.4% | $4,628+590.6% | $4,779+568.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $171,418 | $10,917+1470.2% | $9,284+1746.3% | $10,828+1483.1% |