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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 | $299,620 | $180,462+66.0% | $154,111+94.4% | $135,379+121.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -11.11% | 888.17%-899.3pp | 735.18%-746.3pp | 519.79%-530.9pp |
| Employer contribution / active EE | $6,720 | $6,036+11.3% | $5,298+26.8% | $4,779+40.6% |
| Participant deferral / active EE | $17,200 | $5,806+196.2% | $5,081+238.5% | $5,609+206.7% |
| Admin fee / account holder | $3,663 | $16,145-77.3% | $13,411-72.7% | $10,828-66.2% |