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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 | $341,429 | $150,447+126.9% | $136,298+150.5% | $147,586+131.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -17.84% | 1049.15%-1067.0pp | 5156.27%-5174.1pp | 578.59%-596.4pp |
| Employer contribution / active EE | $39,792 | $5,256+657.0% | $4,696+747.4% | $4,876+716.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,720 | $10,906+44.1% | $9,244+70.1% | $10,886+44.4% |