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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 | $300,231 | $121,701+146.7% | $104,639+186.9% | $158,982+88.8% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.7pp |
| Annual return | -11.22% | 465.72%-476.9pp | 340.67%-351.9pp | 302.99%-314.2pp |
| Employer contribution / active EE | $12,082 | $3,165+281.7% | $2,682+350.5% | $4,763+153.7% |
| Participant deferral / active EE | $2,477 | $4,176-40.7% | $3,738-33.7% | $5,983-58.6% |
| Admin fee / account holder | $23,049 | $7,778+196.3% | $6,465+256.5% | $11,252+104.9% |