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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 | $627,847 | $134,001+368.5% | $112,258+459.3% | $134,509+366.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.34% | 47.15%-69.5pp | 27.47%-49.8pp | 418.13%-440.5pp |
| Employer contribution / active EE | $16,849 | $4,039+317.1% | $3,636+363.4% | $4,741+255.4% |
| Participant deferral / active EE | $14,805 | $5,291+179.8% | $4,728+213.1% | $6,400+131.3% |
| Admin fee / account holder | $7,081 | $7,491-5.5% | $6,411+10.4% | $11,427-38.0% |