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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 | $282,273 | $165,351+70.7% | $149,710+88.5% | $158,931+77.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -19.39% | 348.19%-367.6pp | 276.63%-296.0pp | 302.86%-322.2pp |
| Employer contribution / active EE | $35,970 | $5,103+604.9% | $4,645+674.4% | $4,761+655.4% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $17,467 | $10,807+61.6% | $9,309+87.6% | $11,247+55.3% |