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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 | $525,146 | $118,708+342.4% | $98,920+430.9% | $158,982+230.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -11.67% | 372.49%-384.2pp | 196.47%-208.1pp | 302.99%-314.7pp |
| Employer contribution / active EE | $22,158 | $3,334+564.6% | $2,689+723.9% | $4,763+365.2% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $23,959 | $10,134+136.4% | $6,643+260.7% | $11,252+112.9% |