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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 | $878,845 | $96,643+809.4% | $86,617+914.6% | $139,456+530.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -4.02% | 106.57%-110.6pp | 591.91%-595.9pp | 373.45%-377.5pp |
| Employer contribution / active EE | $8,333 | $3,264+155.3% | $3,023+175.6% | $4,753+75.3% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,816 | $6,406-40.4% | $5,613-32.0% | $11,407-66.5% |