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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 | $693,017 | $67,823+921.8% | $52,425+1221.9% | $137,256+404.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -5.10% | 219.11%-224.2pp | 302.12%-307.2pp | 220.34%-225.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,750 | $2,288+151.3% | $1,790+221.2% | $6,407-10.3% |
| Admin fee / account holder | $2,374 | $2,844-16.5% | $2,495-4.8% | $12,270-80.7% |