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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 | $410,512 | $160,040+156.5% | $147,096+179.1% | $145,877+181.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -3.50% | 98.49%-102.0pp | 419.75%-423.2pp | 551.28%-554.8pp |
| Employer contribution / active EE | $3,840 | $5,289-27.4% | $4,936-22.2% | $4,663-17.6% |
| Participant deferral / active EE | $28,000 | $8,429+232.2% | $8,071+246.9% | $6,691+318.5% |
| Admin fee / account holder | $3,614 | $15,050-76.0% | $13,005-72.2% | $13,402-73.0% |