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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 | $367,218 | $99,079+270.6% | $78,002+370.8% | $273,972+34.0% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.5%+9.5pp | 83.0%+2.0pp |
| Annual return | -6.23% | 217.93%-224.2pp | 425.99%-432.2pp | 41.46%-47.7pp |
| Employer contribution / active EE | $14,400 | $3,308+335.3% | $2,470+482.9% | $4,869+195.8% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,692 | $8,954+86.4% | $5,481+204.6% | $10,133+64.7% |