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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 | $574,951 | $217,427+164.4% | $185,837+209.4% | $167,518+243.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -2.62% | 148.39%-151.0pp | 122.08%-124.7pp | 478.71%-481.3pp |
| Employer contribution / active EE | $21,062 | $5,874+258.5% | $5,168+307.5% | $4,838+335.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $12,482 | $19,816-37.0% | $16,241-23.1% | $12,312+1.4% |