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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 | $676,921 | $173,397+290.4% | $135,987+397.8% | $145,978+363.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | -2.13% | 1165.22%-1167.3pp | 579.77%-581.9pp | 550.52%-552.6pp |
| Employer contribution / active EE | $1,419 | $5,281-73.1% | $4,214-66.3% | $4,662-69.6% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,690-100.0% |
| Admin fee / account holder | $30,157 | $9,663+212.1% | $6,716+349.1% | $13,400+125.0% |