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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 | $115,796+350.8% | $101,264+415.5% | $158,950+228.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -15.93% | 56.15%-72.1pp | 46.48%-62.4pp | 302.91%-318.8pp |
| Employer contribution / active EE | $4,123 | $4,175-1.3% | $3,660+12.7% | $4,762-13.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $52,173 | $7,247+619.9% | $5,947+777.3% | $11,248+363.8% |