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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 | $284,687 | $197,603+44.1% | $177,827+60.1% | $158,950+79.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -11.51% | 58.76%-70.3pp | 48.32%-59.8pp | 302.91%-314.4pp |
| Employer contribution / active EE | $12,217 | $6,698+82.4% | $5,918+106.4% | $4,762+156.6% |
| Participant deferral / active EE | $14,317 | $8,404+70.3% | $7,713+85.6% | $5,983+139.3% |
| Admin fee / account holder | $1,650 | $15,402-89.3% | $12,429-86.7% | $11,248-85.3% |