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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 | $688,731 | $75,832+808.2% | $147,617+366.6% | $59,633+1054.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.63% | 0.37%-4.0pp | 61.98%-65.6pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $29,223 | $3,485+738.6% | $5,564+425.2% | $2,203+1226.7% |
| Participant deferral / active EE | $18,976 | $3,131+506.2% | $4,895+287.6% | $3,192+494.6% |
| Admin fee / account holder | $31,328 | $5,986+423.4% | $11,612+169.8% | $4,297+629.1% |