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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 | $258,198 | $138,102+87.0% | $125,381+105.9% | $134,532+91.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.05% | 750.73%-773.8pp | 572.31%-595.4pp | 418.27%-441.3pp |
| Employer contribution / active EE | $18,000 | $5,245+243.2% | $4,815+273.8% | $4,741+279.7% |
| Participant deferral / active EE | $23,750 | $7,801+204.5% | $7,448+218.9% | $6,401+271.0% |
| Admin fee / account holder | $8,255 | $11,568-28.6% | $10,007-17.5% | $11,429-27.8% |