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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 | $310,461 | $180,462+72.0% | $154,111+101.5% | $135,379+129.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.63% | 888.17%-897.8pp | 735.18%-744.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $2,243 | $6,036-62.8% | $5,298-57.7% | $4,779-53.1% |
| Participant deferral / active EE | $8,920 | $5,806+53.6% | $5,081+75.6% | $5,609+59.0% |
| Admin fee / account holder | $4,077 | $16,145-74.7% | $13,411-69.6% | $10,828-62.3% |