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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 | $671,777 | $78,707+753.5% | $117,861+470.0% | $70,126+858.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | -2.18% | 23.30%-25.5pp | 335.11%-337.3pp | 73.15%-75.3pp |
| Employer contribution / active EE | $8,050 | $2,223+262.0% | $3,786+112.6% | $2,343+243.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $29,935 | $5,066+490.9% | $8,021+273.2% | $4,645+544.4% |