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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 | $319,548 | $102,385+212.1% | $147,080+117.3% | $80,935+294.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -10.43% | 135.09%-145.5pp | 420.17%-430.6pp | 35.66%-46.1pp |
| Employer contribution / active EE | $96,205 | $3,717+2488.4% | $4,933+1850.1% | $2,757+3389.9% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $50,285 | $7,951+532.4% | $12,989+287.1% | $6,924+626.2% |