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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 | $793,311 | $165,381+379.7% | $149,730+429.8% | $158,966+399.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -7.54% | 348.29%-355.8pp | 276.70%-284.2pp | 302.95%-310.5pp |
| Employer contribution / active EE | $17,000 | $5,104+233.1% | $4,645+266.0% | $4,762+257.0% |
| Participant deferral / active EE | $18,000 | $7,182+150.6% | $6,843+163.1% | $5,983+200.8% |
| Admin fee / account holder | $2,383 | $10,809-78.0% | $9,310-74.4% | $11,250-78.8% |