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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 | $756,550 | $160,028+372.8% | $147,080+414.4% | $145,884+418.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -9.92% | 98.60%-108.5pp | 420.17%-430.1pp | 551.85%-561.8pp |
| Employer contribution / active EE | $48,375 | $5,286+815.2% | $4,933+880.6% | $4,662+937.6% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,047 | $15,030-93.0% | $12,989-91.9% | $13,392-92.2% |