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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 | $600,817 | $94,529+535.6% | $140,019+329.1% | $64,173+836.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -17.44% | 7.77%-25.2pp | 651.17%-668.6pp | 7.63%-25.1pp |
| Employer contribution / active EE | $20,298 | $3,812+432.4% | $5,605+262.1% | $2,381+752.6% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,211 | $6,741+51.5% | $10,705-4.6% | $4,887+108.9% |