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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 | $336,416 | $138,114+143.6% | $125,391+168.3% | $134,545+150.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -23.82% | 750.88%-774.7pp | 572.41%-596.2pp | 418.37%-442.2pp |
| Employer contribution / active EE | $3,972 | $5,246-24.3% | $4,816-17.5% | $4,742-16.2% |
| Participant deferral / active EE | $12,752 | $7,801+63.5% | $7,448+71.2% | $6,401+99.2% |
| Admin fee / account holder | $895 | $11,570-92.3% | $10,009-91.1% | $11,431-92.2% |