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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 | $335,078 | $90,320+271.0% | $59,496+463.2% | $125,389+167.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -7.02% | 369.13%-376.1pp | 182.05%-189.1pp | 282.24%-289.3pp |
| Employer contribution / active EE | $22,300 | $1,792+1144.7% | $1,153+1834.2% | $4,866+358.3% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $22,278 | $3,063+627.4% | $2,232+898.0% | $9,541+133.5% |