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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 | $320,027 | $197,637+61.9% | $177,848+79.9% | $158,982+101.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -3.01% | 58.77%-61.8pp | 48.33%-51.3pp | 302.99%-306.0pp |
| Employer contribution / active EE | $11,427 | $6,698+70.6% | $5,919+93.1% | $4,763+139.9% |
| Participant deferral / active EE | $7,160 | $8,405-14.8% | $7,714-7.2% | $5,983+19.7% |
| Admin fee / account holder | $158,446 | $15,406+928.5% | $12,431+1174.6% | $11,252+1308.2% |