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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 | $343,417 | $135,956+152.6% | $123,894+177.2% | $273,972+25.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.59% | 56.63%-57.2pp | 47.52%-48.1pp | 41.46%-42.0pp |
| Employer contribution / active EE | $6,250 | $5,170+20.9% | $4,617+35.4% | $4,869+28.4% |
| Participant deferral / active EE | $7,500 | $6,343+18.2% | $5,984+25.3% | $5,287+41.9% |
| Admin fee / account holder | $5,381 | $9,817-45.2% | $8,357-35.6% | $10,133-46.9% |