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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 | $407,736 | $166,242+145.3% | $165,071+147.0% | $145,884+179.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -3.96% | 100.44%-104.4pp | 70.17%-74.1pp | 551.85%-555.8pp |
| Employer contribution / active EE | $10,469 | $5,283+98.2% | $4,347+140.8% | $4,662+124.6% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,244 | $16,658-56.5% | $12,695-42.9% | $13,392-45.9% |