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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 | $303,213 | $157,296+92.8% | $141,191+114.8% | $152,897+98.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -0.43% | 64.34%-64.8pp | 71.41%-71.8pp | 345.43%-345.9pp |
| Employer contribution / active EE | $16,232 | $5,262+208.5% | $4,736+242.7% | $4,764+240.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30,060 | $12,125+147.9% | $10,264+192.9% | $11,599+159.1% |