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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 | $304,139 | $138,068+120.3% | $125,358+142.6% | $134,493+126.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.91% | 750.30%-774.2pp | 572.03%-595.9pp | 418.01%-441.9pp |
| Employer contribution / active EE | $13,600 | $5,244+159.4% | $4,814+182.5% | $4,740+186.9% |
| Participant deferral / active EE | $19,197 | $7,799+146.1% | $7,447+157.8% | $6,400+199.9% |
| Admin fee / account holder | $352 | $11,568-97.0% | $10,007-96.5% | $11,425-96.9% |