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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 | $699,778 | $131,835+430.8% | $108,582+544.5% | $273,972+155.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.28% | -91.57%+91.3pp | -51.70%+51.4pp | 41.46%-41.7pp |
| Employer contribution / active EE | $16,469 | $4,913+235.2% | $3,758+338.2% | $4,869+238.3% |
| Participant deferral / active EE | $3,300 | $5,127-35.6% | $4,311-23.5% | $5,287-37.6% |
| Admin fee / account holder | $39,683 | $10,253+287.1% | $7,645+419.1% | $10,133+291.6% |