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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 | $413,674 | $183,988+124.8% | $162,177+155.1% | $152,897+170.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -0.18% | 150.79%-151.0pp | 115.60%-115.8pp | 345.43%-345.6pp |
| Employer contribution / active EE | $2,922 | $6,370-54.1% | $5,613-47.9% | $4,764-38.7% |
| Participant deferral / active EE | $11,695 | $8,032+45.6% | $7,297+60.3% | $5,851+99.9% |
| Admin fee / account holder | $14,528 | $13,123+10.7% | $10,843+34.0% | $11,599+25.2% |