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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 | $447,871 | $96,643+363.4% | $86,617+417.1% | $139,456+221.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -10.49% | 106.57%-117.1pp | 591.91%-602.4pp | 373.45%-383.9pp |
| Employer contribution / active EE | $9,744 | $3,264+198.5% | $3,023+222.3% | $4,753+105.0% |
| Participant deferral / active EE | $8,949 | $4,835+85.1% | $4,437+101.7% | $6,711+33.3% |
| Admin fee / account holder | $11,550 | $6,406+80.3% | $5,613+105.8% | $11,407+1.2% |