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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 | $404,416 | $180,462+124.1% | $154,111+162.4% | $135,379+198.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.04% | 888.17%-899.2pp | 735.18%-746.2pp | 519.79%-530.8pp |
| Employer contribution / active EE | $13,878 | $6,036+129.9% | $5,298+162.0% | $4,779+190.4% |
| Participant deferral / active EE | $12,041 | $5,806+107.4% | $5,081+137.0% | $5,609+114.7% |
| Admin fee / account holder | $5,310 | $16,145-67.1% | $13,411-60.4% | $10,828-51.0% |