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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 | $507,942 | $165,381+207.1% | $149,730+239.2% | $158,966+219.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.72% | 348.29%-353.0pp | 276.70%-281.4pp | 302.95%-307.7pp |
| Employer contribution / active EE | $32,479 | $5,104+536.3% | $4,645+599.2% | $4,762+582.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,913 | $10,809-54.6% | $9,310-47.2% | $11,250-56.3% |