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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 | $342,430 | $183,539+86.6% | $155,556+120.1% | $145,897+134.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.68% | 61.31%-62.0pp | 64.84%-65.5pp | 552.29%-553.0pp |
| Employer contribution / active EE | $2,690 | $5,315-49.4% | $4,675-42.5% | $4,663-42.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,714 | $19,275-91.1% | $15,885-89.2% | $13,390-87.2% |