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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 | $289,924 | $107,363+170.0% | $92,909+212.0% | $152,897+89.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -1.14% | 145.63%-146.8pp | 109.44%-110.6pp | 345.43%-346.6pp |
| Employer contribution / active EE | $19,565 | $4,222+363.4% | $3,653+435.5% | $4,764+310.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,871 | $7,082+81.7% | $5,795+122.1% | $11,599+11.0% |