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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 | $359,154 | $57,330+526.5% | $86,656+314.5% | $75,177+377.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | -1.19% | 2675.40%-2676.6pp | 593.09%-594.3pp | 160.75%-161.9pp |
| Employer contribution / active EE | $17,454 | $2,316+653.5% | $3,025+476.9% | $2,671+553.5% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,489 | $4,115-39.5% | $5,619-55.7% | $5,651-55.9% |