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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 | $568,483 | $112,915+403.5% | $90,965+524.9% | $158,950+257.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -14.02% | 215.75%-229.8pp | 134.57%-148.6pp | 302.91%-316.9pp |
| Employer contribution / active EE | $7,487 | $2,894+158.7% | $2,122+252.8% | $4,762+57.2% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $32,922 | $8,044+309.3% | $5,960+452.4% | $11,248+192.7% |