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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 | $315,081 | $138,114+128.1% | $125,391+151.3% | $134,545+134.2% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -22.40% | 750.88%-773.3pp | 572.41%-594.8pp | 418.37%-440.8pp |
| Employer contribution / active EE | $9,465 | $5,246+80.4% | $4,816+96.6% | $4,742+99.6% |
| Participant deferral / active EE | $10,363 | $7,801+32.8% | $7,448+39.1% | $6,401+61.9% |
| Admin fee / account holder | $23,615 | $11,570+104.1% | $10,009+135.9% | $11,431+106.6% |