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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 | $254,965 | $168,636+51.2% | $147,617+72.7% | $125,393+103.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -9.63% | 77.65%-87.3pp | 61.98%-71.6pp | 282.23%-291.9pp |
| Employer contribution / active EE | $16,667 | $6,252+166.6% | $5,565+199.5% | $4,866+242.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $3,841 | $13,580-71.7% | $11,611-66.9% | $9,541-59.7% |