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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 | $640,359 | $156,963+308.0% | $121,204+428.3% | $139,466+359.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -9.80% | 1476.75%-1486.5pp | 987.18%-997.0pp | 373.66%-383.5pp |
| Employer contribution / active EE | $66,000 | $5,544+1090.4% | $4,170+1482.8% | $4,754+1288.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,453 | $6,953-36.0% | $5,651-21.2% | $11,409-61.0% |