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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 | $831,747 | $149,741+455.5% | $118,914+599.5% | $158,982+423.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -8.05% | 19.94%-28.0pp | 35.89%-43.9pp | 302.99%-311.0pp |
| Employer contribution / active EE | $10,601 | $4,119+157.4% | $3,264+224.7% | $4,763+122.6% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,341 | $8,607-14.7% | $6,582+11.5% | $11,252-34.8% |