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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 | $546,117 | $104,116+424.5% | $71,089+668.2% | $135,380+303.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -20.59% | 1256.51%-1277.1pp | 650.65%-671.2pp | 519.81%-540.4pp |
| Employer contribution / active EE | $36,500 | $1,485+2358.0% | $1,088+3255.7% | $4,779+663.8% |
| Participant deferral / active EE | $21,500 | $2,524+751.9% | $1,873+1048.2% | $5,609+283.3% |
| Admin fee / account holder | $21,870 | $4,142+428.0% | $3,082+609.5% | $10,828+102.0% |