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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 | $266,748 | $138,078+93.2% | $125,363+112.8% | $134,509+98.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.66% | 750.49%-776.1pp | 572.15%-597.8pp | 418.13%-443.8pp |
| Employer contribution / active EE | $2,858 | $5,245-45.5% | $4,815-40.6% | $4,741-39.7% |
| Participant deferral / active EE | $8,716 | $7,800+11.7% | $7,447+17.0% | $6,400+36.2% |
| Admin fee / account holder | $2,345 | $11,566-79.7% | $10,005-76.6% | $11,427-79.5% |