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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 | $185,830+72.8% | $170,004+88.9% | $139,427+130.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -3.04% | 60.52%-63.6pp | 53.39%-56.4pp | 373.27%-376.3pp |
| Employer contribution / active EE | $10,422 | $7,591+37.3% | $6,786+53.6% | $4,752+119.3% |
| Participant deferral / active EE | $6,667 | $11,622-42.6% | $10,408-35.9% | $6,711-0.7% |
| Admin fee / account holder | $4,858 | $15,381-68.4% | $12,816-62.1% | $11,404-57.4% |