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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 | $507,434 | $168,635+200.9% | $147,617+243.8% | $125,389+304.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.52% | 77.65%-82.2pp | 61.98%-66.5pp | 282.24%-286.8pp |
| Employer contribution / active EE | $15,460 | $6,252+147.3% | $5,564+177.8% | $4,866+217.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,961 | $13,580-48.7% | $11,612-40.1% | $9,541-27.0% |