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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 | $1,513,379 | $166,242+810.3% | $165,071+816.8% | $145,884+937.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -6.45% | 100.44%-106.9pp | 70.17%-76.6pp | 551.85%-558.3pp |
| Employer contribution / active EE | $28,042 | $5,283+430.8% | $4,347+545.0% | $4,662+501.5% |
| Participant deferral / active EE | $26,750 | $6,964+284.1% | $6,035+343.2% | $6,690+299.9% |
| Admin fee / account holder | $42,352 | $16,658+154.2% | $12,695+233.6% | $13,392+216.2% |