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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 | $513,500 | $129,959+295.1% | $104,301+392.3% | $134,509+281.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -56.84% | 42.04%-98.9pp | 24.61%-81.5pp | 418.13%-475.0pp |
| Employer contribution / active EE | $123,401 | $4,185+2848.3% | $3,373+3558.7% | $4,741+2503.1% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $26,397 | $9,325+183.1% | $7,340+259.6% | $11,427+131.0% |