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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 | $250,109 | $190,879+31.0% | $160,009+56.3% | $134,532+85.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -27.70% | 552.63%-580.3pp | 408.85%-436.5pp | 418.27%-446.0pp |
| Employer contribution / active EE | $2,446 | $4,995-51.0% | $4,225-42.1% | $4,741-48.4% |
| Participant deferral / active EE | $6,605 | $6,924-4.6% | $6,183+6.8% | $6,401+3.2% |
| Admin fee / account holder | $2,333 | $10,495-77.8% | $8,715-73.2% | $11,429-79.6% |