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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 | $646,680 | $127,387+407.7% | $115,038+462.1% | $125,389+415.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -14.77% | 31.28%-46.0pp | 26.14%-40.9pp | 282.24%-297.0pp |
| Employer contribution / active EE | $30,000 | $5,166+480.7% | $4,608+551.1% | $4,866+516.5% |
| Participant deferral / active EE | $18,000 | $6,423+180.2% | $6,026+198.7% | $5,352+236.3% |
| Admin fee / account holder | $28,731 | $9,516+201.9% | $8,175+251.4% | $9,541+201.1% |