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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 | $685,830 | $109,411+526.8% | $89,435+666.9% | $158,982+331.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -3.07% | 345.68%-348.7pp | 245.55%-248.6pp | 302.99%-306.1pp |
| Employer contribution / active EE | $10,000 | $3,173+215.2% | $2,587+286.5% | $4,763+110.0% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,038 | $6,159-83.1% | $4,884-78.7% | $11,252-90.8% |