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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 | $254,988 | $150,446+69.5% | $136,297+87.1% | $147,585+72.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -12.57% | 1049.14%-1061.7pp | 5156.19%-5168.8pp | 578.58%-591.2pp |
| Employer contribution / active EE | $2,476 | $5,256-52.9% | $4,696-47.3% | $4,876-49.2% |
| Participant deferral / active EE | $2,999 | $6,631-54.8% | $6,247-52.0% | $5,439-44.9% |
| Admin fee / account holder | $11,522 | $10,906+5.7% | $9,244+24.6% | $10,886+5.8% |