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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 | $298,571 | $176,120+69.5% | $159,487+87.2% | $167,553+78.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -3.49% | 331.95%-335.4pp | 263.71%-267.2pp | 478.89%-482.4pp |
| Employer contribution / active EE | $41,285 | $5,299+679.0% | $4,831+754.5% | $4,840+753.1% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $15,583 | $12,561+24.1% | $10,804+44.2% | $12,316+26.5% |