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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 | $889,471 | $148,623+498.5% | $135,974+554.1% | $139,466+537.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -8.98% | 79.30%-88.3pp | 68.30%-77.3pp | 373.66%-382.6pp |
| Employer contribution / active EE | $9,000 | $5,246+71.5% | $4,859+85.2% | $4,754+89.3% |
| Participant deferral / active EE | $27,000 | $8,103+233.2% | $7,760+247.9% | $6,712+302.3% |
| Admin fee / account holder | $53,483 | $12,406+331.1% | $10,767+396.7% | $11,409+368.8% |