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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 | $332,579 | $121,701+173.3% | $104,639+217.8% | $158,982+109.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -3.01% | 465.72%-468.7pp | 340.67%-343.7pp | 302.99%-306.0pp |
| Employer contribution / active EE | $15,666 | $3,165+394.9% | $2,682+484.2% | $4,763+228.9% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,836 | $7,778+26.5% | $6,465+52.1% | $11,252-12.6% |