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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 | $96,678+249.4% | $86,640+289.9% | $139,466+142.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -3.07% | 106.69%-109.8pp | 592.52%-595.6pp | 373.66%-376.7pp |
| Employer contribution / active EE | $7,567 | $3,265+131.7% | $3,024+150.2% | $4,754+59.2% |
| Participant deferral / active EE | $4,834 | $4,837-0.1% | $4,438+8.9% | $6,712-28.0% |
| Admin fee / account holder | $37,620 | $6,410+486.9% | $5,616+569.9% | $11,409+229.7% |