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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 | $296,387 | $166,268+78.3% | $165,100+79.5% | $145,897+103.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | -2.70% | 100.52%-103.2pp | 70.21%-72.9pp | 552.29%-555.0pp |
| Employer contribution / active EE | $9,470 | $5,284+79.2% | $4,348+117.8% | $4,663+103.1% |
| Participant deferral / active EE | $13,333 | $6,964+91.4% | $6,035+120.9% | $6,689+99.3% |
| Admin fee / account holder | $12,717 | $16,659-23.7% | $12,696+0.2% | $13,390-5.0% |