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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 | $522,039 | $115,814+350.8% | $101,275+415.5% | $158,982+228.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -15.93% | 56.16%-72.1pp | 46.48%-62.4pp | 302.99%-318.9pp |
| Employer contribution / active EE | $4,123 | $4,176-1.3% | $3,660+12.6% | $4,763-13.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $52,173 | $7,249+619.7% | $5,948+777.2% | $11,252+363.7% |