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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 | $358,638 | $115,810+209.7% | $101,271+254.1% | $158,966+125.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -6.42% | 56.15%-62.6pp | 46.48%-52.9pp | 302.95%-309.4pp |
| Employer contribution / active EE | $16,500 | $4,175+295.2% | $3,660+350.8% | $4,762+246.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,893 | $7,248+91.7% | $5,948+133.6% | $11,250+23.5% |