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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 | $496,136 | $180,459+174.9% | $154,108+221.9% | $135,380+266.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -27.56% | 888.21%-915.8pp | 735.21%-762.8pp | 519.81%-547.4pp |
| Employer contribution / active EE | $10,840 | $6,035+79.6% | $5,298+104.6% | $4,779+126.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $22,483 | $16,145+39.3% | $13,411+67.6% | $10,828+107.6% |