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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 | $686,397 | $217,432+215.7% | $185,851+269.3% | $167,553+309.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -8.94% | 148.43%-157.4pp | 122.11%-131.0pp | 478.89%-487.8pp |
| Employer contribution / active EE | $9,617 | $5,874+63.7% | $5,168+86.1% | $4,840+98.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $27,290 | $19,820+37.7% | $16,245+68.0% | $12,316+121.6% |