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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 | $491,859 | $72,426+579.1% | $67,560+628.0% | $145,897+237.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -6.32% | 7226.78%-7233.1pp | 3533.50%-3539.8pp | 552.29%-558.6pp |
| Employer contribution / active EE | $12,067 | $3,074+292.5% | $2,737+340.9% | $4,663+158.8% |
| Participant deferral / active EE | $50,776 | $4,785+961.1% | $4,004+1168.1% | $6,689+659.1% |
| Admin fee / account holder | $2,826 | $5,514-48.7% | $3,994-29.2% | $13,390-78.9% |