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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 | $307,284 | $157,304+95.3% | $141,197+117.6% | $152,909+101.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -5.95% | 64.34%-70.3pp | 71.41%-77.4pp | 345.46%-351.4pp |
| Employer contribution / active EE | $10,794 | $5,263+105.1% | $4,736+127.9% | $4,764+126.6% |
| Participant deferral / active EE | $11,585 | $7,111+62.9% | $6,710+72.6% | $5,851+98.0% |
| Admin fee / account holder | $2,720 | $12,126-77.6% | $10,265-73.5% | $11,601-76.6% |