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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 | $253,178 | $138,078+83.4% | $125,363+102.0% | $134,509+88.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.80% | 750.49%-784.3pp | 572.15%-605.9pp | 418.13%-451.9pp |
| Employer contribution / active EE | $22,098 | $5,245+321.3% | $4,815+359.0% | $4,741+366.2% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $17,310 | $11,566+49.7% | $10,005+73.0% | $11,427+51.5% |