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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 | $315,898 | $160,028+97.4% | $147,080+114.8% | $145,884+116.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.17% | 98.60%-98.8pp | 420.17%-420.3pp | 551.85%-552.0pp |
| Employer contribution / active EE | $3,171 | $5,286-40.0% | $4,933-35.7% | $4,662-32.0% |
| Participant deferral / active EE | $12,880 | $8,422+52.9% | $8,066+59.7% | $6,690+92.5% |
| Admin fee / account holder | $4,463 | $15,030-70.3% | $12,989-65.6% | $13,392-66.7% |