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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 | $716,662 | $174,379+311.0% | $152,093+371.2% | $138,895+416.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -59.70% | 74.86%-134.6pp | 66.36%-126.1pp | 145.39%-205.1pp |
| Employer contribution / active EE | $10,500 | $4,652+125.7% | $4,175+151.5% | $4,194+150.3% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $42,854 | $16,880+153.9% | $14,497+195.6% | $12,562+241.1% |