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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 | $281,520 | $94,439+198.1% | $73,658+282.2% | $154,746+81.9% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | -28.02% | 28.25%-56.3pp | 29.72%-57.7pp | 172.34%-200.4pp |
| Employer contribution / active EE | $3,500 | $1,257+178.4% | $1,032+239.0% | $4,379-20.1% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $449,350 | $3,843+11593.0% | $3,357+13286.8% | $14,365+3028.0% |