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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 | $288,064 | $157,296+83.1% | $141,191+104.0% | $152,897+88.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -7.00% | 64.34%-71.3pp | 71.41%-78.4pp | 345.43%-352.4pp |
| Employer contribution / active EE | $24,475 | $5,262+365.1% | $4,736+416.8% | $4,764+413.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,222 | $12,125-89.9% | $10,264-88.1% | $11,599-89.5% |