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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 | $315,848 | $112,121+181.7% | $95,960+229.1% | $158,966+98.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -5.37% | 171.16%-176.5pp | 91.63%-97.0pp | 302.95%-308.3pp |
| Employer contribution / active EE | $1,111 | $3,199-65.3% | $2,541-56.3% | $4,762-76.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20,998 | $10,135+107.2% | $6,797+208.9% | $11,250+86.6% |