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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 | $731,170 | $184,000+297.4% | $162,185+350.8% | $152,909+378.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -3.79% | 150.80%-154.6pp | 115.61%-119.4pp | 345.46%-349.3pp |
| Employer contribution / active EE | $42,354 | $6,370+564.9% | $5,613+654.5% | $4,764+789.1% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,050 | $13,124-76.8% | $10,844-71.9% | $11,601-73.7% |