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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 | $453,627 | $168,635+169.0% | $147,617+207.3% | $125,389+261.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.12% | 77.65%-82.8pp | 61.98%-67.1pp | 282.24%-287.4pp |
| Employer contribution / active EE | $14,846 | $6,252+137.5% | $5,564+166.8% | $4,866+205.1% |
| Participant deferral / active EE | $10,458 | $5,507+89.9% | $4,895+113.6% | $5,352+95.4% |
| Admin fee / account holder | $10,183 | $13,580-25.0% | $11,612-12.3% | $9,541+6.7% |