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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 | $333,861 | $180,459+85.0% | $154,108+116.6% | $135,380+146.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.79% | 888.21%-901.0pp | 735.21%-748.0pp | 519.81%-532.6pp |
| Employer contribution / active EE | $2,536 | $6,035-58.0% | $5,298-52.1% | $4,779-46.9% |
| Participant deferral / active EE | $7,080 | $5,806+21.9% | $5,081+39.4% | $5,609+26.2% |
| Admin fee / account holder | $3,984 | $16,145-75.3% | $13,411-70.3% | $10,828-63.2% |