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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 | $443,967 | $165,381+168.5% | $149,730+196.5% | $158,966+179.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -8.63% | 348.29%-356.9pp | 276.70%-285.3pp | 302.95%-311.6pp |
| Employer contribution / active EE | $9,294 | $5,104+82.1% | $4,645+100.1% | $4,762+95.2% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $2,277 | $10,809-78.9% | $9,310-75.5% | $11,250-79.8% |