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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 | $522,998 | $105,960+393.6% | $81,726+539.9% | $158,982+229.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -3.15% | 38.19%-41.3pp | 29.49%-32.6pp | 302.99%-306.1pp |
| Employer contribution / active EE | $12,587 | $7,805+61.3% | $4,311+192.0% | $4,763+164.3% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $52,148 | $8,494+513.9% | $5,160+910.6% | $11,252+363.5% |