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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 | $418,132 | $197,819+111.4% | $155,789+168.4% | $125,389+233.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.23% | 86.73%-91.0pp | 71.54%-75.8pp | 282.24%-286.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $18,000 | $5,631+219.6% | $4,798+275.2% | $5,352+236.3% |
| Admin fee / account holder | $4,345 | $9,544-54.5% | $7,477-41.9% | $9,541-54.5% |