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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 | $289,555 | $138,114+109.6% | $125,391+130.9% | $134,545+115.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -24.05% | 750.88%-774.9pp | 572.41%-596.5pp | 418.37%-442.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,705 | $7,801+37.2% | $7,448+43.7% | $6,401+67.2% |
| Admin fee / account holder | $918 | $11,570-92.1% | $10,009-90.8% | $11,431-92.0% |