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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 | $859,827 | $154,145+457.8% | $130,014+561.3% | $139,427+516.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -4.92% | 32.49%-37.4pp | -137.22%+132.3pp | 373.27%-378.2pp |
| Employer contribution / active EE | $10,773 | $5,290+103.6% | $4,320+149.4% | $4,752+126.7% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $23,951 | $14,009+71.0% | $10,616+125.6% | $11,404+110.0% |