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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 | $256,666 | $138,102+85.9% | $125,381+104.7% | $134,532+90.8% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -23.24% | 750.73%-774.0pp | 572.31%-595.5pp | 418.27%-441.5pp |
| Employer contribution / active EE | $8,026 | $5,245+53.0% | $4,815+66.7% | $4,741+69.3% |
| Participant deferral / active EE | $12,936 | $7,801+65.8% | $7,448+73.7% | $6,401+102.1% |
| Admin fee / account holder | $11,206 | $11,568-3.1% | $10,007+12.0% | $11,429-1.9% |