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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 | $448,222 | $107,368+317.5% | $92,915+382.4% | $152,909+193.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -3.74% | 145.64%-149.4pp | 109.45%-113.2pp | 345.46%-349.2pp |
| Employer contribution / active EE | $24,594 | $4,222+482.5% | $3,653+573.2% | $4,764+416.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $33,750 | $7,082+376.5% | $5,796+482.3% | $11,601+190.9% |