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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 | $459,654 | $133,998+243.0% | $112,263+309.4% | $134,545+241.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.92% | 47.17%-68.1pp | 27.49%-48.4pp | 418.37%-439.3pp |
| Employer contribution / active EE | $21,394 | $4,040+429.5% | $3,636+488.4% | $4,742+351.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,875 | $7,493-34.9% | $6,410-24.0% | $11,431-57.4% |