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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 | $250,008 | $131,835+89.6% | $108,582+130.2% | $273,972-8.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.73% | -91.57%+89.8pp | -51.70%+50.0pp | 41.46%-43.2pp |
| Employer contribution / active EE | $11,201 | $4,913+128.0% | $3,758+198.0% | $4,869+130.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $31,202 | $10,253+204.3% | $7,645+308.1% | $10,133+207.9% |