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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 | $461,164 | $166,089+177.7% | $164,928+179.6% | $145,978+215.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -13.91% | 100.26%-114.2pp | 70.08%-84.0pp | 550.52%-564.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22,667 | $6,961+225.6% | $6,034+275.7% | $6,690+238.8% |
| Admin fee / account holder | $91,731 | $16,641+451.2% | $12,684+623.2% | $13,400+584.5% |