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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 | $286,816 | $97,729+193.5% | $83,830+242.1% | $135,379+111.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.35% | 1287.52%-1297.9pp | 850.97%-861.3pp | 519.79%-530.1pp |
| Employer contribution / active EE | $15,500 | $4,222+267.1% | $3,631+326.9% | $4,779+224.3% |
| Participant deferral / active EE | $18,500 | $4,683+295.1% | $4,082+353.2% | $5,609+229.8% |
| Admin fee / account holder | $2,928 | $6,674-56.1% | $5,479-46.6% | $10,828-73.0% |