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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 | $547,053 | $129,959+320.9% | $104,301+424.5% | $134,509+306.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -34.87% | 42.04%-76.9pp | 24.61%-59.5pp | 418.13%-453.0pp |
| Employer contribution / active EE | $37,064 | $4,185+785.5% | $3,373+998.9% | $4,741+681.8% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,707 | $9,325-17.4% | $7,340+5.0% | $11,427-32.6% |