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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 | $321,117 | $185,905+72.7% | $170,057+88.8% | $139,487+130.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -3.04% | 60.56%-63.6pp | 53.42%-56.5pp | 373.84%-376.9pp |
| Employer contribution / active EE | $10,422 | $7,597+37.2% | $6,790+53.5% | $4,755+119.2% |
| Participant deferral / active EE | $6,667 | $11,627-42.7% | $10,411-36.0% | $6,713-0.7% |
| Admin fee / account holder | $4,858 | $15,397-68.4% | $12,826-62.1% | $11,407-57.4% |