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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 | $541,857 | $160,059+238.5% | $140,019+287.0% | $135,380+300.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.78% | 911.48%-923.3pp | 651.17%-663.0pp | 519.81%-531.6pp |
| Employer contribution / active EE | $5,737 | $6,420-10.6% | $5,605+2.3% | $4,779+20.0% |
| Participant deferral / active EE | $18,736 | $7,641+145.2% | $6,927+170.5% | $5,609+234.0% |
| Admin fee / account holder | $51,247 | $13,328+284.5% | $10,705+378.7% | $10,828+373.3% |