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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 | $762,680 | $167,353+355.7% | $143,797+430.4% | $134,545+466.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.05% | 0.48%-24.5pp | -0.04%-24.0pp | 418.37%-442.4pp |
| Employer contribution / active EE | $13,000 | $5,620+131.3% | $4,952+162.5% | $4,742+174.2% |
| Participant deferral / active EE | $8,667 | $6,447+34.4% | $5,638+53.7% | $6,401+35.4% |
| Admin fee / account holder | $25,942 | $18,096+43.4% | $14,679+76.7% | $11,431+126.9% |