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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 | $425,040 | $160,059+165.6% | $140,019+203.6% | $135,380+214.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.16% | 911.48%-924.6pp | 651.17%-664.3pp | 519.81%-533.0pp |
| Employer contribution / active EE | $4,137 | $6,420-35.6% | $5,605-26.2% | $4,779-13.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,178 | $13,328+88.9% | $10,705+135.2% | $10,828+132.5% |