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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 | $531,079 | $138,102+284.6% | $125,381+323.6% | $134,532+294.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.87% | 750.73%-780.6pp | 572.31%-602.2pp | 418.27%-448.1pp |
| Employer contribution / active EE | $10,030 | $5,245+91.2% | $4,815+108.3% | $4,741+111.6% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $1,402 | $11,568-87.9% | $10,007-86.0% | $11,429-87.7% |