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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 | $388,985 | $180,462+115.5% | $154,111+152.4% | $135,379+187.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.25% | 888.17%-898.4pp | 735.18%-745.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $3,704 | $6,036-38.6% | $5,298-30.1% | $4,779-22.5% |
| Participant deferral / active EE | $7,495 | $5,806+29.1% | $5,081+47.5% | $5,609+33.6% |
| Admin fee / account holder | $18,582 | $16,145+15.1% | $13,411+38.6% | $10,828+71.6% |