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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 | $384,545 | $138,114+178.4% | $125,391+206.7% | $134,545+185.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.63% | 750.88%-773.5pp | 572.41%-595.0pp | 418.37%-441.0pp |
| Employer contribution / active EE | $7,500 | $5,246+43.0% | $4,816+55.7% | $4,742+58.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $18,524 | $11,570+60.1% | $10,009+85.1% | $11,431+62.1% |