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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 | $429,353 | $168,635+154.6% | $147,617+190.9% | $125,389+242.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.76% | 77.65%-81.4pp | 61.98%-65.7pp | 282.24%-286.0pp |
| Employer contribution / active EE | $42,000 | $6,252+571.8% | $5,564+654.8% | $4,866+763.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $27,834 | $13,580+105.0% | $11,612+139.7% | $9,541+191.7% |