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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 | $497,935 | $160,059+211.1% | $140,019+255.6% | $135,380+267.8% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -9.97% | 911.48%-921.4pp | 651.17%-661.1pp | 519.81%-529.8pp |
| Employer contribution / active EE | $2,206 | $6,420-65.6% | $5,605-60.6% | $4,779-53.8% |
| Participant deferral / active EE | $7,635 | $7,641-0.1% | $6,927+10.2% | $5,609+36.1% |
| Admin fee / account holder | $19,910 | $13,328+49.4% | $10,705+86.0% | $10,828+83.9% |