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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 | $656,432 | $165,399+296.9% | $149,745+338.4% | $158,982+312.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -21.90% | 348.34%-370.2pp | 276.72%-298.6pp | 302.99%-324.9pp |
| Employer contribution / active EE | $23,496 | $5,105+360.3% | $4,646+405.8% | $4,763+393.3% |
| Participant deferral / active EE | $26,000 | $7,183+262.0% | $6,843+279.9% | $5,983+334.5% |
| Admin fee / account holder | $3,435 | $10,811-68.2% | $9,312-63.1% | $11,252-69.5% |