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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 | $269,424 | $175,259+53.7% | $149,723+79.9% | $139,487+93.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -1.23% | 166.82%-168.1pp | 134.50%-135.7pp | 373.84%-375.1pp |
| Employer contribution / active EE | $12,542 | $5,478+128.9% | $4,821+160.1% | $4,755+163.8% |
| Participant deferral / active EE | $11,308 | $6,522+73.4% | $5,682+99.0% | $6,713+68.5% |
| Admin fee / account holder | $22,521 | $16,158+39.4% | $13,215+70.4% | $11,407+97.4% |