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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 | $88,710+332.2% | $81,783+368.8% | $145,959+162.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -13.92% | 1027.26%-1041.2pp | 775.05%-789.0pp | 561.95%-575.9pp |
| Employer contribution / active EE | $2,929 | $3,083-5.0% | $2,913+0.6% | $4,661-37.2% |
| Participant deferral / active EE | $8,753 | $4,645+88.5% | $4,320+102.6% | $6,689+30.9% |
| Admin fee / account holder | $105,849 | $8,407+1159.0% | $7,380+1334.3% | $13,398+690.0% |