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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 | $854,263 | $138,102+518.6% | $125,381+581.3% | $134,532+535.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -32.90% | 750.73%-783.6pp | 572.31%-605.2pp | 418.27%-451.2pp |
| Employer contribution / active EE | $9,777 | $5,245+86.4% | $4,815+103.0% | $4,741+106.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $191,967 | $11,568+1559.5% | $10,007+1818.3% | $11,429+1579.7% |