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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 | $494,056 | $209,428+135.9% | $178,498+176.8% | $158,950+210.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.17% | 188.78%-191.0pp | 151.09%-153.3pp | 302.91%-305.1pp |
| Employer contribution / active EE | $13,200 | $5,707+131.3% | $5,011+163.4% | $4,762+177.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,951 | $17,077+5.1% | $13,985+28.4% | $11,248+59.6% |