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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 | $307,324 | $115,814+165.4% | $101,275+203.5% | $158,982+93.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | -8.69% | 56.16%-64.8pp | 46.48%-55.2pp | 302.99%-311.7pp |
| Employer contribution / active EE | $16,665 | $4,176+299.1% | $3,660+355.3% | $4,763+249.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,226 | $7,249+151.4% | $5,948+206.4% | $11,252+62.0% |