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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 | $556,810 | $138,072+303.3% | $123,549+350.7% | $135,382+311.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.00% | 153.69%-164.7pp | 119.20%-130.2pp | 519.77%-530.8pp |
| Employer contribution / active EE | $8,333 | $5,152+61.8% | $4,628+80.1% | $4,779+74.4% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,813 | $10,917+8.2% | $9,284+27.2% | $10,829+9.1% |