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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 | $346,738 | $102,638+237.8% | $81,991+322.9% | $158,966+118.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | -3.18% | 61.05%-64.2pp | 41.31%-44.5pp | 302.95%-306.1pp |
| Employer contribution / active EE | $2,408 | $3,241-25.7% | $2,498-3.6% | $4,762-49.4% |
| Participant deferral / active EE | $9,843 | $4,649+111.7% | $3,722+164.4% | $5,983+64.5% |
| Admin fee / account holder | $40,260 | $8,237+388.8% | $5,665+610.7% | $11,250+257.9% |