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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 | $373,943 | $138,102+170.8% | $125,381+198.2% | $134,532+178.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.11% | 750.73%-771.8pp | 572.31%-593.4pp | 418.27%-439.4pp |
| Employer contribution / active EE | $4,455 | $5,245-15.1% | $4,815-7.5% | $4,741-6.0% |
| Participant deferral / active EE | $15,717 | $7,801+101.5% | $7,448+111.0% | $6,401+145.5% |
| Admin fee / account holder | $1,996 | $11,568-82.7% | $10,007-80.1% | $11,429-82.5% |