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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 | $275,349 | $152,619+80.4% | $125,195+119.9% | $152,909+80.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -2.42% | 54.85%-57.3pp | 43.79%-46.2pp | 345.46%-347.9pp |
| Employer contribution / active EE | $18,483 | $4,947+273.6% | $3,866+378.1% | $4,764+288.0% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,846 | $13,437-86.3% | $9,704-81.0% | $11,601-84.1% |