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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 | $166,089+213.1% | $164,928+215.3% | $145,978+256.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -5.85% | 100.26%-106.1pp | 70.08%-75.9pp | 550.52%-556.4pp |
| Employer contribution / active EE | $29,949 | $5,276+467.6% | $4,343+589.5% | $4,662+542.4% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $86,378 | $16,641+419.1% | $12,684+581.0% | $13,400+544.6% |