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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 | $97,761+340.0% | $83,850+413.0% | $135,382+217.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.95% | 1287.44%-1297.4pp | 850.92%-860.9pp | 519.77%-529.7pp |
| Employer contribution / active EE | $34,333 | $4,222+713.3% | $3,631+845.6% | $4,779+618.5% |
| Participant deferral / active EE | $15,333 | $4,682+227.5% | $4,082+275.7% | $5,609+173.4% |
| Admin fee / account holder | $3,639 | $6,674-45.5% | $5,478-33.6% | $10,829-66.4% |