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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 | $438,388 | $168,635+160.0% | $147,617+197.0% | $125,389+249.6% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | -4.71% | 77.65%-82.4pp | 61.98%-66.7pp | 282.24%-286.9pp |
| Employer contribution / active EE | $9,169 | $6,252+46.7% | $5,564+64.8% | $4,866+88.4% |
| Participant deferral / active EE | $6,339 | $5,507+15.1% | $4,895+29.5% | $5,352+18.5% |
| Admin fee / account holder | $2,304 | $13,580-83.0% | $11,612-80.2% | $9,541-75.9% |