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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 | $499,657 | $88,585+464.0% | $69,884+615.0% | $134,532+271.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -22.61% | 442.80%-465.4pp | 190.81%-213.4pp | 418.27%-440.9pp |
| Employer contribution / active EE | $33,375 | $3,235+931.7% | $2,560+1203.7% | $4,741+604.0% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,873 | $10,441-82.1% | $6,266-70.1% | $11,429-83.6% |