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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 | $989,007 | $228,395+333.0% | $185,861+432.1% | $158,982+522.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -6.65% | 40.82%-47.5pp | 35.96%-42.6pp | 302.99%-309.6pp |
| Employer contribution / active EE | $14,154 | $4,968+184.9% | $4,088+246.2% | $4,763+197.2% |
| Participant deferral / active EE | $19,786 | $6,417+208.3% | $5,634+251.2% | $5,983+230.7% |
| Admin fee / account holder | $9,553 | $11,869-19.5% | $9,503+0.5% | $11,252-15.1% |