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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 | $543,919 | $138,114+293.8% | $125,391+333.8% | $134,545+304.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.51% | 750.88%-773.4pp | 572.41%-594.9pp | 418.37%-440.9pp |
| Employer contribution / active EE | $6,575 | $5,246+25.3% | $4,816+36.5% | $4,742+38.7% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.2% | $6,401+220.2% |
| Admin fee / account holder | $7,788 | $11,570-32.7% | $10,009-22.2% | $11,431-31.9% |