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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 | $384,081 | $100,139+283.5% | $85,187+350.9% | $145,884+163.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -16.75% | 84.15%-100.9pp | 66.67%-83.4pp | 551.85%-568.6pp |
| Employer contribution / active EE | $7,245 | $3,238+123.8% | $2,732+165.2% | $4,662+55.4% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,383 | $7,262-53.4% | $6,162-45.1% | $13,392-74.7% |