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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 | $405,772 | $97,732+315.2% | $83,831+384.0% | $135,381+199.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.11% | 1287.56%-1300.7pp | 850.99%-864.1pp | 519.81%-532.9pp |
| Employer contribution / active EE | $17,584 | $4,222+316.5% | $3,631+384.3% | $4,779+267.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $601 | $6,675-91.0% | $5,479-89.0% | $10,828-94.5% |