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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 | $449,535 | $166,268+170.4% | $165,100+172.3% | $145,897+208.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -0.34% | 100.52%-100.9pp | 70.21%-70.5pp | 552.29%-552.6pp |
| Employer contribution / active EE | $37,598 | $5,284+611.6% | $4,348+764.7% | $4,663+706.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,363 | $16,659-79.8% | $12,696-73.5% | $13,390-74.9% |