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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 | $138,068+143.7% | $125,358+168.4% | $134,493+150.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -23.82% | 750.30%-774.1pp | 572.03%-595.8pp | 418.01%-441.8pp |
| Employer contribution / active EE | $3,972 | $5,244-24.2% | $4,814-17.5% | $4,740-16.2% |
| Participant deferral / active EE | $12,752 | $7,799+63.5% | $7,447+71.2% | $6,400+99.2% |
| Admin fee / account holder | $895 | $11,568-92.3% | $10,007-91.1% | $11,425-92.2% |