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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 | $1,278,609 | $165,912+670.7% | $122,342+945.1% | $147,585+766.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | -9.06% | 34.55%-43.6pp | 30.28%-39.3pp | 578.57%-587.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,055 | $4,005-23.7% | $3,287-7.1% | $5,439-43.8% |
| Admin fee / account holder | $112,691 | $7,424+1418.0% | $5,478+1957.0% | $10,885+935.2% |