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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 | $546,664 | $91,536+497.2% | $130,062+320.3% | $75,177+627.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -4.25% | -631.62%+627.4pp | -137.37%+133.1pp | 160.75%-165.0pp |
| Employer contribution / active EE | $25,737 | $2,845+804.6% | $4,322+495.5% | $2,671+863.5% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $23,551 | $6,780+247.4% | $10,601+122.2% | $5,651+316.7% |