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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 | $479,839 | $108,882+340.7% | $96,754+395.9% | $154,746+210.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | -8.91% | 98.39%-107.3pp | 82.04%-91.0pp | 172.34%-181.3pp |
| Employer contribution / active EE | $5,600 | $3,018+85.5% | $2,679+109.0% | $4,379+27.9% |
| Participant deferral / active EE | $12,750 | $5,323+139.5% | $4,758+168.0% | $6,730+89.4% |
| Admin fee / account holder | $551 | $10,200-94.6% | $8,905-93.8% | $14,365-96.2% |