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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 | $787,189 | $138,078+470.1% | $125,363+527.9% | $134,509+485.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -32.11% | 750.49%-782.6pp | 572.15%-604.3pp | 418.13%-450.2pp |
| Employer contribution / active EE | $15,750 | $5,245+200.3% | $4,815+227.1% | $4,741+232.2% |
| Participant deferral / active EE | $27,000 | $7,800+246.2% | $7,447+262.6% | $6,400+321.9% |
| Admin fee / account holder | $143,182 | $11,566+1138.0% | $10,005+1331.1% | $11,427+1153.1% |