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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 | $268,056 | $190,862+40.4% | $159,991+67.5% | $134,509+99.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.44% | 552.59%-577.0pp | 408.82%-433.3pp | 418.13%-442.6pp |
| Employer contribution / active EE | $15,250 | $4,995+205.3% | $4,225+260.9% | $4,741+221.7% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,695 | $10,495-26.7% | $8,715-11.7% | $11,427-32.7% |