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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 | $480,838 | $134,001+258.8% | $112,258+328.3% | $134,509+257.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.29% | 47.15%-73.4pp | 27.47%-53.8pp | 418.13%-444.4pp |
| Employer contribution / active EE | $8,923 | $4,039+120.9% | $3,636+145.4% | $4,741+88.2% |
| Participant deferral / active EE | $8,445 | $5,291+59.6% | $4,728+78.6% | $6,400+31.9% |
| Admin fee / account holder | $15,669 | $7,491+109.2% | $6,411+144.4% | $11,427+37.1% |