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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 | $404,142 | $157,270+157.0% | $141,173+186.3% | $152,870+164.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -31.94% | 64.33%-96.3pp | 71.40%-103.3pp | 345.34%-377.3pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $41,323 | $7,110+481.2% | $6,710+515.9% | $5,850+606.3% |
| Admin fee / account holder | $10,000 | $12,121-17.5% | $10,262-2.6% | $11,597-13.8% |