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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 | $299,993 | $138,078+117.3% | $125,363+139.3% | $134,509+123.0% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -24.17% | 750.49%-774.7pp | 572.15%-596.3pp | 418.13%-442.3pp |
| Employer contribution / active EE | $12,481 | $5,245+138.0% | $4,815+159.2% | $4,741+163.3% |
| Participant deferral / active EE | $12,018 | $7,800+54.1% | $7,447+61.4% | $6,400+87.8% |
| Admin fee / account holder | $2,044 | $11,566-82.3% | $10,005-79.6% | $11,427-82.1% |