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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 | $543,607 | $99,668+445.4% | $86,451+528.8% | $134,545+304.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.68% | 6789.61%-6819.3pp | 4398.51%-4428.2pp | 418.37%-448.1pp |
| Employer contribution / active EE | $7,966 | $4,403+80.9% | $3,770+111.3% | $4,742+68.0% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $57,648 | $8,377+588.2% | $6,734+756.0% | $11,431+404.3% |