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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 | $576,295 | $133,981+330.1% | $112,249+413.4% | $134,532+328.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.75% | 47.16%-70.9pp | 27.48%-51.2pp | 418.27%-442.0pp |
| Employer contribution / active EE | $38,401 | $4,040+850.6% | $3,636+956.1% | $4,741+710.0% |
| Participant deferral / active EE | $2,909 | $5,292-45.0% | $4,729-38.5% | $6,401-54.6% |
| Admin fee / account holder | $19,466 | $7,492+159.8% | $6,412+203.6% | $11,429+70.3% |