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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 | $138,102+117.2% | $125,381+139.3% | $134,532+123.0% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -24.17% | 750.73%-774.9pp | 572.31%-596.5pp | 418.27%-442.4pp |
| Employer contribution / active EE | $12,481 | $5,245+137.9% | $4,815+159.2% | $4,741+163.2% |
| Participant deferral / active EE | $12,018 | $7,801+54.1% | $7,448+61.4% | $6,401+87.8% |
| Admin fee / account holder | $2,044 | $11,568-82.3% | $10,007-79.6% | $11,429-82.1% |