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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 | $338,809 | $138,102+145.3% | $125,381+170.2% | $134,532+151.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.65% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $16,548 | $5,245+215.5% | $4,815+243.7% | $4,741+249.0% |
| Participant deferral / active EE | $10,275 | $7,801+31.7% | $7,448+38.0% | $6,401+60.5% |
| Admin fee / account holder | $9,549 | $11,568-17.5% | $10,007-4.6% | $11,429-16.4% |