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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 | $388,840 | $121,701+219.5% | $104,639+271.6% | $158,982+144.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -11.10% | 465.72%-476.8pp | 340.67%-351.8pp | 302.99%-314.1pp |
| Employer contribution / active EE | $22,500 | $3,165+610.8% | $2,682+739.0% | $4,763+372.4% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,996 | $7,778-10.1% | $6,465+8.2% | $11,252-37.8% |