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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 | $373,035 | $209,422+78.1% | $178,503+109.0% | $158,982+134.6% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -0.53% | 188.81%-189.3pp | 151.12%-151.7pp | 302.99%-303.5pp |
| Employer contribution / active EE | $8,158 | $5,707+42.9% | $5,011+62.8% | $4,763+71.3% |
| Participant deferral / active EE | $7,380 | $5,955+23.9% | $5,202+41.9% | $5,983+23.3% |
| Admin fee / account holder | $2,865 | $17,079-83.2% | $13,987-79.5% | $11,252-74.5% |