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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 | $258,648 | $138,102+87.3% | $125,381+106.3% | $134,532+92.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.84% | 750.73%-774.6pp | 572.31%-596.2pp | 418.27%-442.1pp |
| Employer contribution / active EE | $2,619 | $5,245-50.1% | $4,815-45.6% | $4,741-44.8% |
| Participant deferral / active EE | $8,716 | $7,801+11.7% | $7,448+17.0% | $6,401+36.2% |
| Admin fee / account holder | $7,418 | $11,568-35.9% | $10,007-25.9% | $11,429-35.1% |