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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 | $529,626 | $141,004+275.6% | $112,273+371.7% | $139,456+279.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -14.94% | 32.75%-47.7pp | 30.23%-45.2pp | 373.45%-388.4pp |
| Employer contribution / active EE | $7,663 | $4,285+78.8% | $3,431+123.3% | $4,753+61.2% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,711-100.0% |
| Admin fee / account holder | $33,713 | $9,959+238.5% | $7,752+334.9% | $11,407+195.5% |