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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 | $359,711 | $167,362+114.9% | $143,799+150.1% | $134,532+167.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.02% | 0.47%-33.5pp | -0.04%-33.0pp | 418.27%-451.3pp |
| Employer contribution / active EE | $10,812 | $5,620+92.4% | $4,952+118.3% | $4,741+128.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $29,692 | $18,094+64.1% | $14,677+102.3% | $11,429+159.8% |