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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 | $285,311 | $176,105+62.0% | $159,474+78.9% | $167,536+70.3% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | -31.66% | 331.91%-363.6pp | 263.68%-295.3pp | 478.82%-510.5pp |
| Employer contribution / active EE | $34,859 | $5,299+557.9% | $4,831+621.6% | $4,839+620.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,868 | $12,559-29.4% | $10,802-17.9% | $12,315-28.0% |