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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 | $786,725 | $150,346+423.3% | $120,524+552.8% | $145,877+439.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | -2.18% | 154.40%-156.6pp | 107.36%-109.5pp | 551.28%-553.5pp |
| Employer contribution / active EE | $3,280 | $4,353-24.6% | $3,469-5.4% | $4,663-29.7% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $32,422 | $12,215+165.4% | $9,440+243.5% | $13,402+141.9% |