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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 | $752,039 | $167,503+349.0% | $151,627+396.0% | $134,493+459.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.46% | 7.80%-30.3pp | 3.33%-25.8pp | 418.01%-440.5pp |
| Employer contribution / active EE | $1,594 | $6,829-76.7% | $6,166-74.1% | $4,740-66.4% |
| Participant deferral / active EE | $15,813 | $8,985+76.0% | $8,363+89.1% | $6,400+147.1% |
| Admin fee / account holder | $4,753 | $13,777-65.5% | $11,612-59.1% | $11,425-58.4% |