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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 | $383,384 | $88,815+331.7% | $81,882+368.2% | $145,897+162.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -13.92% | 1033.75%-1047.7pp | 779.47%-793.4pp | 552.29%-566.2pp |
| Employer contribution / active EE | $2,929 | $3,086-5.1% | $2,916+0.4% | $4,663-37.2% |
| Participant deferral / active EE | $8,753 | $4,647+88.4% | $4,323+102.5% | $6,689+30.9% |
| Admin fee / account holder | $105,849 | $8,434+1155.0% | $7,360+1338.2% | $13,390+690.5% |