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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 | $336,381 | $226,090+48.8% | $182,531+84.3% | $152,885+120.0% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.0%+14.9pp | 82.5%+10.4pp |
| Annual return | -0.77% | 192.57%-193.3pp | 148.57%-149.3pp | 345.39%-346.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,476 | $6,369-76.8% | $5,525-73.3% | $5,851-74.8% |
| Admin fee / account holder | $75,336 | $10,705+603.8% | $8,593+776.7% | $11,598+549.6% |