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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 | $266,910 | $168,635+58.3% | $147,617+80.8% | $125,389+112.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.76% | 77.65%-86.4pp | 61.98%-70.7pp | 282.24%-291.0pp |
| Employer contribution / active EE | $2,183 | $6,252-65.1% | $5,564-60.8% | $4,866-55.1% |
| Participant deferral / active EE | $6,964 | $5,507+26.5% | $4,895+42.3% | $5,352+30.1% |
| Admin fee / account holder | $1,041 | $13,580-92.3% | $11,612-91.0% | $9,541-89.1% |