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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 | $367,086 | $148,582+147.1% | $135,942+170.0% | $139,456+163.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -13.65% | 79.26%-92.9pp | 68.28%-81.9pp | 373.45%-387.1pp |
| Employer contribution / active EE | $11,925 | $5,245+127.4% | $4,858+145.5% | $4,753+150.9% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $18,638 | $12,402+50.3% | $10,764+73.1% | $11,407+63.4% |