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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 | $729,229 | $131,835+453.1% | $108,582+571.6% | $273,972+166.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -15.90% | -91.57%+75.7pp | -51.70%+35.8pp | 41.46%-57.4pp |
| Employer contribution / active EE | $6,522 | $4,913+32.8% | $3,758+73.5% | $4,869+34.0% |
| Participant deferral / active EE | $9,825 | $5,127+91.6% | $4,311+127.9% | $5,287+85.8% |
| Admin fee / account holder | $45,227 | $10,253+341.1% | $7,645+491.6% | $10,133+346.4% |