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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 | $269,917 | $92,766+191.0% | $82,763+226.1% | $134,545+100.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.45% | 946.97%-974.4pp | 702.45%-729.9pp | 418.37%-445.8pp |
| Employer contribution / active EE | $10,000 | $3,273+205.5% | $3,008+232.4% | $4,742+110.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,935 | $5,978+116.4% | $5,325+142.9% | $11,431+13.2% |