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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 | $436,783 | $168,635+159.0% | $147,617+195.9% | $125,389+248.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.00% | 77.65%-82.6pp | 61.98%-67.0pp | 282.24%-287.2pp |
| Employer contribution / active EE | $20,072 | $6,252+221.0% | $5,564+260.7% | $4,866+312.5% |
| Participant deferral / active EE | $24,000 | $5,507+335.8% | $4,895+390.3% | $5,352+348.5% |
| Admin fee / account holder | $5,358 | $13,580-60.5% | $11,612-53.9% | $9,541-43.8% |