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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 | $430,135 | $97,732+340.1% | $83,831+413.1% | $135,380+217.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.95% | 1287.56%-1297.5pp | 850.99%-860.9pp | 519.81%-529.8pp |
| Employer contribution / active EE | $34,333 | $4,222+713.2% | $3,631+845.5% | $4,779+618.4% |
| Participant deferral / active EE | $15,333 | $4,683+227.4% | $4,082+275.6% | $5,609+173.4% |
| Admin fee / account holder | $3,639 | $6,675-45.5% | $5,479-33.6% | $10,828-66.4% |