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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 | $72,403+579.3% | $67,524+628.4% | $145,978+236.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -6.32% | 7197.23%-7203.5pp | 3519.41%-3525.7pp | 550.52%-556.8pp |
| Employer contribution / active EE | $12,067 | $3,072+292.9% | $2,734+341.4% | $4,662+158.8% |
| Participant deferral / active EE | $50,776 | $4,782+961.7% | $4,001+1169.0% | $6,690+659.0% |
| Admin fee / account holder | $2,826 | $5,541-49.0% | $4,001-29.4% | $13,400-78.9% |