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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 | $268,201 | $138,072+94.2% | $123,549+117.1% | $135,382+98.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.92% | 153.69%-168.6pp | 119.20%-134.1pp | 519.77%-534.7pp |
| Employer contribution / active EE | $4,005 | $5,152-22.2% | $4,628-13.5% | $4,779-16.2% |
| Participant deferral / active EE | $7,736 | $6,799+13.8% | $6,426+20.4% | $5,609+37.9% |
| Admin fee / account holder | $4,621 | $10,917-57.7% | $9,284-50.2% | $10,829-57.3% |