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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 | $621,574 | $138,102+350.1% | $125,381+395.7% | $134,532+362.0% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -21.64% | 750.73%-772.4pp | 572.31%-593.9pp | 418.27%-439.9pp |
| Employer contribution / active EE | $15,693 | $5,245+199.2% | $4,815+225.9% | $4,741+231.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19,823 | $11,568+71.4% | $10,007+98.1% | $11,429+73.5% |