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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 | $337,829 | $96,643+249.6% | $86,617+290.0% | $139,456+142.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -3.07% | 106.57%-109.6pp | 591.91%-595.0pp | 373.45%-376.5pp |
| Employer contribution / active EE | $7,567 | $3,264+131.8% | $3,023+150.3% | $4,753+59.2% |
| Participant deferral / active EE | $4,834 | $4,8350% | $4,437+8.9% | $6,711-28.0% |
| Admin fee / account holder | $37,620 | $6,406+487.3% | $5,613+570.3% | $11,407+229.8% |