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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 | $722,918 | $167,362+331.9% | $143,799+402.7% | $134,532+437.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.78% | 0.47%-27.3pp | -0.04%-26.7pp | 418.27%-445.0pp |
| Employer contribution / active EE | $3,094 | $5,620-45.0% | $4,952-37.5% | $4,741-34.7% |
| Participant deferral / active EE | $5,125 | $6,447-20.5% | $5,638-9.1% | $6,401-19.9% |
| Admin fee / account holder | $38,989 | $18,094+115.5% | $14,677+165.6% | $11,429+241.2% |