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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 | $317,957 | $165,399+92.2% | $149,745+112.3% | $158,982+100.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -9.20% | 348.34%-357.5pp | 276.72%-285.9pp | 302.99%-312.2pp |
| Employer contribution / active EE | $11,667 | $5,105+128.5% | $4,646+151.1% | $4,763+145.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,454 | $10,811+33.7% | $9,312+55.2% | $11,252+28.5% |