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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 | $699,855 | $135,645+415.9% | $110,243+534.8% | $135,380+417.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.27% | 513.24%-525.5pp | 314.76%-327.0pp | 519.81%-532.1pp |
| Employer contribution / active EE | $2,538 | $4,907-48.3% | $3,827-33.7% | $4,779-46.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,975 | $11,458-74.0% | $8,548-65.2% | $10,828-72.5% |