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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 | $351,558 | $197,819+77.7% | $155,789+125.7% | $125,389+180.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.90% | 86.73%-91.6pp | 71.54%-76.4pp | 282.24%-287.1pp |
| Employer contribution / active EE | $9,985 | $4,850+105.9% | $3,839+160.1% | $4,866+105.2% |
| Participant deferral / active EE | $9,360 | $5,631+66.2% | $4,798+95.1% | $5,352+74.9% |
| Admin fee / account holder | $1,724 | $9,544-81.9% | $7,477-76.9% | $9,541-81.9% |