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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 | $318,698 | $138,114+130.7% | $125,391+154.2% | $134,545+136.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.05% | 750.88%-771.9pp | 572.41%-593.5pp | 418.37%-439.4pp |
| Employer contribution / active EE | $5,063 | $5,246-3.5% | $4,816+5.1% | $4,742+6.8% |
| Participant deferral / active EE | $9,185 | $7,801+17.7% | $7,448+23.3% | $6,401+43.5% |
| Admin fee / account holder | $7,211 | $11,570-37.7% | $10,009-28.0% | $11,431-36.9% |