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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 | $358,913 | $168,634+112.8% | $147,616+143.1% | $125,392+186.2% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -6.99% | 77.65%-84.6pp | 61.98%-69.0pp | 282.23%-289.2pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,562 | $5,507-17.2% | $4,895-6.8% | $5,351-14.8% |
| Admin fee / account holder | $4,840 | $13,580-64.4% | $11,611-58.3% | $9,541-49.3% |