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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 | $396,836 | $138,078+187.4% | $125,363+216.5% | $134,509+195.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -21.80% | 750.49%-772.3pp | 572.15%-593.9pp | 418.13%-439.9pp |
| Employer contribution / active EE | $6,644 | $5,245+26.7% | $4,815+38.0% | $4,741+40.2% |
| Participant deferral / active EE | $14,527 | $7,800+86.3% | $7,447+95.1% | $6,400+127.0% |
| Admin fee / account holder | $68,459 | $11,566+491.9% | $10,005+584.2% | $11,427+499.1% |