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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 | $351,702 | $154,209+128.1% | $130,062+170.4% | $139,487+152.1% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.2pp | 80.3%+13.4pp |
| Annual return | -1.31% | 32.52%-33.8pp | -137.37%+136.1pp | 373.84%-375.2pp |
| Employer contribution / active EE | $24,714 | $5,292+367.0% | $4,322+471.8% | $4,755+419.8% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $34,342 | $13,988+145.5% | $10,601+224.0% | $11,407+201.1% |