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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 | $396,198 | $180,466+119.5% | $154,114+157.1% | $135,382+192.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.03% | 888.15%-897.2pp | 735.16%-744.2pp | 519.77%-528.8pp |
| Employer contribution / active EE | $14,682 | $6,035+143.3% | $5,298+177.1% | $4,779+207.2% |
| Participant deferral / active EE | $9,157 | $5,806+57.7% | $5,081+80.2% | $5,609+63.3% |
| Admin fee / account holder | $4,298 | $16,144-73.4% | $13,411-67.9% | $10,829-60.3% |