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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 | $370,287 | $99,079+273.7% | $78,002+374.7% | $273,972+35.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -1.85% | 217.93%-219.8pp | 425.99%-427.8pp | 41.46%-43.3pp |
| Employer contribution / active EE | $6,978 | $3,308+111.0% | $2,470+182.5% | $4,869+43.3% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,814 | $8,954-46.2% | $5,481-12.2% | $10,133-52.5% |