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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 | $319,440 | $138,102+131.3% | $125,381+154.8% | $134,532+137.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -22.77% | 750.73%-773.5pp | 572.31%-595.1pp | 418.27%-441.0pp |
| Employer contribution / active EE | $3,825 | $5,245-27.1% | $4,815-20.6% | $4,741-19.3% |
| Participant deferral / active EE | $11,403 | $7,801+46.2% | $7,448+53.1% | $6,401+78.1% |
| Admin fee / account holder | $16,413 | $11,568+41.9% | $10,007+64.0% | $11,429+43.6% |