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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 | $256,574 | $185,856+38.0% | $170,028+50.9% | $139,456+84.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -5.81% | 60.52%-66.3pp | 53.39%-59.2pp | 373.45%-379.3pp |
| Employer contribution / active EE | $17,500 | $7,593+130.5% | $6,788+157.8% | $4,753+268.2% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,626 | $15,387-63.4% | $12,820-56.1% | $11,407-50.7% |