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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 | $356,803 | $209,422+70.4% | $178,503+99.9% | $158,982+124.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.04% | 188.81%-190.8pp | 151.12%-153.2pp | 302.99%-305.0pp |
| Employer contribution / active EE | $4,800 | $5,707-15.9% | $5,011-4.2% | $4,763+0.8% |
| Participant deferral / active EE | $17,875 | $5,955+200.2% | $5,202+243.6% | $5,983+198.7% |
| Admin fee / account holder | $1,800 | $17,079-89.5% | $13,987-87.1% | $11,252-84.0% |