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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 | $557,864 | $115,814+381.7% | $101,275+450.8% | $158,982+250.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -7.74% | 56.16%-63.9pp | 46.48%-54.2pp | 302.99%-310.7pp |
| Employer contribution / active EE | $37,440 | $4,176+796.6% | $3,660+922.9% | $4,763+686.1% |
| Participant deferral / active EE | $23,833 | $4,958+380.7% | $4,371+445.3% | $5,983+298.3% |
| Admin fee / account holder | $3,765 | $7,249-48.1% | $5,948-36.7% | $11,252-66.5% |