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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 | $288,442 | $115,810+149.1% | $101,271+184.8% | $158,966+81.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -6.81% | 56.15%-63.0pp | 46.48%-53.3pp | 302.95%-309.8pp |
| Employer contribution / active EE | $12,068 | $4,175+189.0% | $3,660+229.7% | $4,762+153.4% |
| Participant deferral / active EE | $18,150 | $4,958+266.1% | $4,371+315.3% | $5,983+203.4% |
| Admin fee / account holder | $2,295 | $7,248-68.3% | $5,948-61.4% | $11,250-79.6% |