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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 | $305,837 | $138,114+121.4% | $125,391+143.9% | $134,545+127.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.01% | 750.88%-778.9pp | 572.41%-600.4pp | 418.37%-446.4pp |
| Employer contribution / active EE | $11,856 | $5,246+126.0% | $4,816+146.2% | $4,742+150.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $567 | $11,570-95.1% | $10,009-94.3% | $11,431-95.0% |