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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 | $289,135 | $138,078+109.4% | $125,363+130.6% | $134,509+115.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.81% | 750.49%-771.3pp | 572.15%-593.0pp | 418.13%-438.9pp |
| Employer contribution / active EE | $5,333 | $5,245+1.7% | $4,815+10.8% | $4,741+12.5% |
| Participant deferral / active EE | $10,968 | $7,800+40.6% | $7,447+47.3% | $6,400+71.4% |
| Admin fee / account holder | $1,043 | $11,566-91.0% | $10,005-89.6% | $11,427-90.9% |