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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 | $454,176 | $138,102+228.9% | $125,381+262.2% | $134,532+237.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.19% | 750.73%-775.9pp | 572.31%-597.5pp | 418.27%-443.5pp |
| Employer contribution / active EE | $20,611 | $5,245+292.9% | $4,815+328.0% | $4,741+334.7% |
| Participant deferral / active EE | $12,582 | $7,801+61.3% | $7,448+68.9% | $6,401+96.6% |
| Admin fee / account holder | $17,537 | $11,568+51.6% | $10,007+75.2% | $11,429+53.5% |