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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 | $302,837 | $180,462+67.8% | $154,111+96.5% | $135,379+123.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.57% | 888.17%-899.7pp | 735.18%-746.7pp | 519.79%-531.4pp |
| Employer contribution / active EE | $3,324 | $6,036-44.9% | $5,298-37.3% | $4,779-30.4% |
| Participant deferral / active EE | $5,597 | $5,806-3.6% | $5,081+10.2% | $5,609-0.2% |
| Admin fee / account holder | $3,586 | $16,145-77.8% | $13,411-73.3% | $10,828-66.9% |