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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 | $519,989 | $166,268+212.7% | $165,100+215.0% | $145,897+256.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -5.85% | 100.52%-106.4pp | 70.21%-76.1pp | 552.29%-558.1pp |
| Employer contribution / active EE | $29,949 | $5,284+466.8% | $4,348+588.8% | $4,663+542.3% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $86,378 | $16,659+418.5% | $12,696+580.4% | $13,390+545.1% |