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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 | $296,592 | $180,462+64.4% | $154,111+92.5% | $135,379+119.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.37% | 888.17%-897.5pp | 735.18%-744.6pp | 519.79%-529.2pp |
| Employer contribution / active EE | $2,061 | $6,036-65.9% | $5,298-61.1% | $4,779-56.9% |
| Participant deferral / active EE | $9,744 | $5,806+67.8% | $5,081+91.8% | $5,609+73.7% |
| Admin fee / account holder | $2,867 | $16,145-82.2% | $13,411-78.6% | $10,828-73.5% |