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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 | $759,278 | $140,592+440.1% | $123,105+516.8% | $125,389+505.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.83% | 16.80%-20.6pp | 13.22%-17.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $35,000 | $6,041+479.4% | $5,151+579.5% | $4,866+619.3% |
| Participant deferral / active EE | $19,827 | $6,980+184.0% | $6,229+218.3% | $5,352+270.5% |
| Admin fee / account holder | $9,880 | $11,198-11.8% | $9,014+9.6% | $9,541+3.6% |