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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 | $253,817 | $174,379+45.6% | $152,093+66.9% | $138,895+82.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -0.89% | 74.86%-75.8pp | 66.36%-67.3pp | 145.39%-146.3pp |
| Employer contribution / active EE | $7,308 | $4,652+57.1% | $4,175+75.1% | $4,194+74.2% |
| Participant deferral / active EE | $29,556 | $6,159+379.9% | $5,451+442.2% | $6,396+362.1% |
| Admin fee / account holder | $64,678 | $16,880+283.2% | $14,497+346.2% | $12,562+414.9% |