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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 | $271,720 | $90,617+199.9% | $79,476+241.9% | $135,382+100.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -16.10% | 977.57%-993.7pp | 718.21%-734.3pp | 519.77%-535.9pp |
| Employer contribution / active EE | $19,830 | $3,068+546.4% | $2,800+608.2% | $4,779+315.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,570 | $5,907-73.4% | $5,113-69.3% | $10,829-85.5% |