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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 | $375,919 | $138,078+172.3% | $125,363+199.9% | $134,509+179.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.44% | 750.49%-773.9pp | 572.15%-595.6pp | 418.13%-441.6pp |
| Employer contribution / active EE | $18,955 | $5,245+261.4% | $4,815+293.7% | $4,741+299.9% |
| Participant deferral / active EE | $8,446 | $7,800+8.3% | $7,447+13.4% | $6,400+32.0% |
| Admin fee / account holder | $2,449 | $11,566-78.8% | $10,005-75.5% | $11,427-78.6% |