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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 | $369,871 | $100,911+266.5% | $90,440+309.0% | $158,966+132.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -11.12% | 1726.62%-1737.7pp | 1294.38%-1305.5pp | 302.95%-314.1pp |
| Employer contribution / active EE | $1,672 | $3,690-54.7% | $3,263-48.8% | $4,762-64.9% |
| Participant deferral / active EE | $6,815 | $4,348+56.7% | $3,964+71.9% | $5,983+13.9% |
| Admin fee / account holder | $4,823 | $6,507-25.9% | $5,615-14.1% | $11,250-57.1% |