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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 | $376,520 | $138,078+172.7% | $125,363+200.3% | $134,509+179.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.91% | 750.49%-779.4pp | 572.15%-601.1pp | 418.13%-447.0pp |
| Employer contribution / active EE | $5,028 | $5,245-4.1% | $4,815+4.4% | $4,741+6.1% |
| Participant deferral / active EE | $12,040 | $7,800+54.4% | $7,447+61.7% | $6,400+88.1% |
| Admin fee / account holder | $895 | $11,566-92.3% | $10,005-91.1% | $11,427-92.2% |