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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 | $375,208 | $160,028+134.5% | $147,080+155.1% | $145,884+157.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -8.31% | 98.60%-106.9pp | 420.17%-428.5pp | 551.85%-560.2pp |
| Employer contribution / active EE | $4,500 | $5,286-14.9% | $4,933-8.8% | $4,662-3.5% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,364 | $15,030-90.9% | $12,989-89.5% | $13,392-89.8% |