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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 | $516,403 | $94,529+446.3% | $140,019+268.8% | $64,173+704.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -10.71% | 7.77%-18.5pp | 651.17%-661.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $9,866 | $3,812+158.8% | $5,605+76.0% | $2,381+314.4% |
| Participant deferral / active EE | $10,245 | $5,250+95.1% | $6,927+47.9% | $3,470+195.3% |
| Admin fee / account holder | $58,705 | $6,741+770.9% | $10,705+448.4% | $4,887+1101.2% |