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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 | $446,833 | $209,422+113.4% | $178,503+150.3% | $158,982+181.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -19.14% | 188.81%-207.9pp | 151.12%-170.3pp | 302.99%-322.1pp |
| Employer contribution / active EE | $31,220 | $5,707+447.0% | $5,011+523.0% | $4,763+555.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,571 | $17,079-73.2% | $13,987-67.3% | $11,252-59.4% |