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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 | $301,366 | $138,075+118.3% | $123,552+143.9% | $135,379+122.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.57% | 153.70%-164.3pp | 119.20%-129.8pp | 519.79%-530.4pp |
| Employer contribution / active EE | $7,846 | $5,152+52.3% | $4,628+69.5% | $4,779+64.2% |
| Participant deferral / active EE | $9,825 | $6,800+44.5% | $6,426+52.9% | $5,609+75.2% |
| Admin fee / account holder | $14,241 | $10,917+30.5% | $9,285+53.4% | $10,828+31.5% |