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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 | $436,372 | $167,522+160.5% | $151,639+187.8% | $134,532+224.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.06% | 7.81%-32.9pp | 3.34%-28.4pp | 418.27%-443.3pp |
| Employer contribution / active EE | $17,833 | $6,828+161.2% | $6,165+189.3% | $4,741+276.1% |
| Participant deferral / active EE | $20,746 | $8,986+130.9% | $8,363+148.1% | $6,401+224.1% |
| Admin fee / account holder | $21,656 | $13,780+57.2% | $11,613+86.5% | $11,429+89.5% |