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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 | $510,291 | $180,459+182.8% | $154,108+231.1% | $135,380+276.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.02% | 888.21%-898.2pp | 735.21%-745.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $21,250 | $6,035+252.1% | $5,298+301.1% | $4,779+344.7% |
| Participant deferral / active EE | $23,050 | $5,806+297.0% | $5,081+353.7% | $5,609+310.9% |
| Admin fee / account holder | $5,648 | $16,145-65.0% | $13,411-57.9% | $10,828-47.8% |