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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 | $252,881 | $138,075+83.1% | $123,552+104.7% | $135,379+86.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.41% | 153.70%-163.1pp | 119.20%-128.6pp | 519.79%-529.2pp |
| Employer contribution / active EE | $8,846 | $5,152+71.7% | $4,628+91.1% | $4,779+85.1% |
| Participant deferral / active EE | $4,733 | $6,800-30.4% | $6,426-26.3% | $5,609-15.6% |
| Admin fee / account holder | $5,019 | $10,917-54.0% | $9,285-45.9% | $10,828-53.7% |