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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 | $102,429+212.0% | $147,096+117.2% | $80,925+294.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -10.43% | 135.02%-145.5pp | 419.75%-430.2pp | 35.65%-46.1pp |
| Employer contribution / active EE | $96,205 | $3,716+2489.2% | $4,936+1849.1% | $2,756+3390.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $50,285 | $7,957+532.0% | $13,005+286.7% | $6,940+624.6% |