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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 | $497,710 | $160,070+210.9% | $147,117+238.3% | $145,897+241.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -3.46% | 98.69%-102.1pp | 420.54%-424.0pp | 552.29%-555.8pp |
| Employer contribution / active EE | $22,394 | $5,285+323.8% | $4,932+354.0% | $4,663+380.3% |
| Participant deferral / active EE | $15,700 | $8,419+86.5% | $8,065+94.7% | $6,689+134.7% |
| Admin fee / account holder | $34,928 | $15,035+132.3% | $12,993+168.8% | $13,390+160.8% |