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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 | $378,389 | $156,398+141.9% | $147,318+156.9% | $138,895+172.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -28.37% | 78.75%-107.1pp | 70.43%-98.8pp | 145.39%-173.8pp |
| Employer contribution / active EE | $8,670 | $4,853+78.6% | $4,593+88.8% | $4,194+106.7% |
| Participant deferral / active EE | $3,219 | $8,237-60.9% | $7,906-59.3% | $6,396-49.7% |
| Admin fee / account holder | $23,531 | $14,976+57.1% | $13,708+71.7% | $12,562+87.3% |