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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 | $444,011 | $209,425+112.0% | $178,499+148.7% | $158,966+179.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -21.86% | 188.80%-210.7pp | 151.10%-173.0pp | 302.95%-324.8pp |
| Employer contribution / active EE | $2,334 | $5,707-59.1% | $5,011-53.4% | $4,762-51.0% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $1,614 | $17,078-90.5% | $13,986-88.5% | $11,250-85.7% |