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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 | $428,828 | $112,112+282.5% | $95,956+346.9% | $158,950+169.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -2.30% | 171.15%-173.4pp | 91.63%-93.9pp | 302.91%-305.2pp |
| Employer contribution / active EE | $13,750 | $3,199+329.9% | $2,541+441.1% | $4,762+188.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,768 | $10,134-3.6% | $6,797+43.7% | $11,248-13.2% |