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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 | $412,322 | $82,630+399.0% | $64,105+543.2% | $125,389+228.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -5.20% | 1489.72%-1494.9pp | 791.24%-796.4pp | 282.24%-287.4pp |
| Employer contribution / active EE | $15,000 | $2,671+461.5% | $1,820+724.2% | $4,866+208.3% |
| Participant deferral / active EE | $7,071 | $3,608+95.9% | $2,822+150.6% | $5,352+32.1% |
| Admin fee / account holder | $2,387 | $6,382-62.6% | $4,499-46.9% | $9,541-75.0% |