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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 | $366,497 | $165,399+121.6% | $149,745+144.7% | $158,982+130.5% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | -9.29% | 348.34%-357.6pp | 276.72%-286.0pp | 302.99%-312.3pp |
| Employer contribution / active EE | $38,544 | $5,105+655.1% | $4,646+729.7% | $4,763+709.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,884 | $10,811+0.7% | $9,312+16.9% | $11,252-3.3% |