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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 | $252,819 | $180,462+40.1% | $154,111+64.0% | $135,379+86.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.32% | 888.17%-897.5pp | 735.18%-744.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $2,840 | $6,036-53.0% | $5,298-46.4% | $4,779-40.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,638 | $16,145+3.1% | $13,411+24.1% | $10,828+53.7% |