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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 | $530,638 | $157,296+237.3% | $141,191+275.8% | $152,897+247.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -1.76% | 64.34%-66.1pp | 71.41%-73.2pp | 345.43%-347.2pp |
| Employer contribution / active EE | $4,148 | $5,262-21.2% | $4,736-12.4% | $4,764-12.9% |
| Participant deferral / active EE | $9,664 | $7,111+35.9% | $6,710+44.0% | $5,851+65.2% |
| Admin fee / account holder | $1,561 | $12,125-87.1% | $10,264-84.8% | $11,599-86.5% |