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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 | $300,129 | $138,078+117.4% | $125,363+139.4% | $134,509+123.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -30.42% | 750.49%-780.9pp | 572.15%-602.6pp | 418.13%-448.6pp |
| Employer contribution / active EE | $13,333 | $5,245+154.2% | $4,815+176.9% | $4,741+181.3% |
| Participant deferral / active EE | $7,975 | $7,800+2.3% | $7,447+7.1% | $6,400+24.6% |
| Admin fee / account holder | $3,452 | $11,566-70.2% | $10,005-65.5% | $11,427-69.8% |