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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 | $424,214 | $138,102+207.2% | $125,381+238.3% | $134,532+215.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -23.31% | 750.73%-774.0pp | 572.31%-595.6pp | 418.27%-441.6pp |
| Employer contribution / active EE | $2,306 | $5,245-56.0% | $4,815-52.1% | $4,741-51.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $26,335 | $11,568+127.7% | $10,007+163.2% | $11,429+130.4% |