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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 | $258,917 | $138,102+87.5% | $125,381+106.5% | $134,532+92.5% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -21.35% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.6pp |
| Employer contribution / active EE | $4,184 | $5,245-20.2% | $4,815-13.1% | $4,741-11.7% |
| Participant deferral / active EE | $7,752 | $7,801-0.6% | $7,448+4.1% | $6,401+21.1% |
| Admin fee / account holder | $5,059 | $11,568-56.3% | $10,007-49.5% | $11,429-55.7% |