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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 | $524,493 | $190,879+174.8% | $160,009+227.8% | $134,532+289.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.19% | 552.63%-578.8pp | 408.85%-435.0pp | 418.27%-444.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $26,000 | $6,924+275.5% | $6,183+320.5% | $6,401+306.2% |
| Admin fee / account holder | $3,981 | $10,495-62.1% | $8,715-54.3% | $11,429-65.2% |