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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 | $314,437 | $160,059+96.5% | $140,019+124.6% | $135,380+132.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.72% | 911.48%-923.2pp | 651.17%-662.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $18,106 | $6,420+182.0% | $5,605+223.0% | $4,779+278.9% |
| Participant deferral / active EE | $12,754 | $7,641+66.9% | $6,927+84.1% | $5,609+127.4% |
| Admin fee / account holder | $9,175 | $13,328-31.2% | $10,705-14.3% | $10,828-15.3% |