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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 | $280,818 | $138,078+103.4% | $125,363+124.0% | $134,509+108.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.91% | 750.49%-772.4pp | 572.15%-594.1pp | 418.13%-440.0pp |
| Employer contribution / active EE | $3,452 | $5,245-34.2% | $4,815-28.3% | $4,741-27.2% |
| Participant deferral / active EE | $16,375 | $7,800+109.9% | $7,447+119.9% | $6,400+155.8% |
| Admin fee / account holder | $152,200 | $11,566+1216.0% | $10,005+1421.2% | $11,427+1232.0% |