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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 | $382,487 | $92,743+312.4% | $82,744+362.3% | $134,532+184.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.92% | 946.63%-970.5pp | 702.22%-726.1pp | 418.27%-442.2pp |
| Employer contribution / active EE | $104,000 | $3,273+3077.8% | $3,008+3357.4% | $4,741+2093.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,112 | $5,977+2.3% | $5,325+14.8% | $11,429-46.5% |