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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 | $433,970 | $138,114+214.2% | $125,391+246.1% | $134,545+222.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.54% | 750.88%-772.4pp | 572.41%-594.0pp | 418.37%-439.9pp |
| Employer contribution / active EE | $15,455 | $5,246+194.6% | $4,816+220.9% | $4,742+225.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,138 | $11,570-81.5% | $10,009-78.6% | $11,431-81.3% |