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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 | $290,577 | $148,623+95.5% | $135,974+113.7% | $139,466+108.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -3.17% | 79.30%-82.5pp | 68.30%-71.5pp | 373.66%-376.8pp |
| Employer contribution / active EE | $11,969 | $5,246+128.1% | $4,859+146.3% | $4,754+151.8% |
| Participant deferral / active EE | $12,616 | $8,103+55.7% | $7,760+62.6% | $6,712+88.0% |
| Admin fee / account holder | $1,158 | $12,406-90.7% | $10,767-89.2% | $11,409-89.8% |