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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 | $729,026 | $175,646+315.1% | $129,118+464.6% | $134,545+441.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -23.98% | -11.39%-12.6pp | -10.94%-13.0pp | 418.37%-442.4pp |
| Employer contribution / active EE | $39,116 | $6,355+515.5% | $5,051+674.4% | $4,742+725.0% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $50,310 | $23,578+113.4% | $14,305+251.7% | $11,431+340.1% |