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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 | $379,307 | $109,327+246.9% | $89,391+324.3% | $158,931+138.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -8.33% | 345.68%-354.0pp | 245.62%-253.9pp | 302.86%-311.2pp |
| Employer contribution / active EE | $3,880 | $3,170+22.4% | $2,586+50.1% | $4,761-18.5% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,982-100.0% |
| Admin fee / account holder | $23,415 | $6,153+280.5% | $4,881+379.7% | $11,247+108.2% |