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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 | $880,891 | $140,592+526.6% | $123,105+615.6% | $125,389+602.5% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | -8.86% | 16.80%-25.7pp | 13.22%-22.1pp | 282.24%-291.1pp |
| Employer contribution / active EE | $17,267 | $6,041+185.8% | $5,151+235.2% | $4,866+254.8% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $21,550 | $11,198+92.4% | $9,014+139.1% | $9,541+125.9% |