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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 | $166,242+177.4% | $165,071+179.4% | $145,884+216.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -13.91% | 100.44%-114.4pp | 70.17%-84.1pp | 551.85%-565.8pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22,667 | $6,964+225.5% | $6,035+275.6% | $6,690+238.8% |
| Admin fee / account holder | $91,731 | $16,658+450.7% | $12,695+622.6% | $13,392+585.0% |