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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 | $428,149 | $92,766+361.5% | $82,763+417.3% | $134,545+218.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.68% | 946.97%-968.7pp | 702.45%-724.1pp | 418.37%-440.1pp |
| Employer contribution / active EE | $13,760 | $3,273+320.4% | $3,008+357.4% | $4,742+190.2% |
| Participant deferral / active EE | $6,280 | $4,802+30.8% | $4,395+42.9% | $6,401-1.9% |
| Admin fee / account holder | $4,334 | $5,978-27.5% | $5,325-18.6% | $11,431-62.1% |