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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 | $286,084 | $138,102+107.2% | $125,381+128.2% | $134,532+112.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.80% | 750.73%-780.5pp | 572.31%-602.1pp | 418.27%-448.1pp |
| Employer contribution / active EE | $5,654 | $5,245+7.8% | $4,815+17.4% | $4,741+19.2% |
| Participant deferral / active EE | $12,040 | $7,801+54.3% | $7,448+61.7% | $6,401+88.1% |
| Admin fee / account holder | $1,985 | $11,568-82.8% | $10,007-80.2% | $11,429-82.6% |