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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 | $413,591 | $180,459+129.2% | $154,108+168.4% | $135,380+205.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.06% | 888.21%-897.3pp | 735.21%-744.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $25,296 | $6,035+319.1% | $5,298+377.5% | $4,779+429.3% |
| Participant deferral / active EE | $8,970 | $5,806+54.5% | $5,081+76.5% | $5,609+59.9% |
| Admin fee / account holder | $4,980 | $16,145-69.2% | $13,411-62.9% | $10,828-54.0% |