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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 | $377,659 | $190,862+97.9% | $159,991+136.1% | $134,509+180.8% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.0%+12.9pp | 81.2%+9.7pp |
| Annual return | -25.49% | 552.59%-578.1pp | 408.82%-434.3pp | 418.13%-443.6pp |
| Employer contribution / active EE | $5,397 | $4,995+8.1% | $4,225+27.7% | $4,741+13.8% |
| Participant deferral / active EE | $11,641 | $6,924+68.1% | $6,183+88.3% | $6,400+81.9% |
| Admin fee / account holder | $94,044 | $10,495+796.1% | $8,715+979.2% | $11,427+723.0% |