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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 | $676,579 | $138,075+390.0% | $123,552+447.6% | $135,379+399.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.43% | 153.70%-165.1pp | 119.20%-130.6pp | 519.79%-531.2pp |
| Employer contribution / active EE | $9,600 | $5,152+86.4% | $4,628+107.4% | $4,779+100.9% |
| Participant deferral / active EE | $3,191 | $6,800-53.1% | $6,426-50.3% | $5,609-43.1% |
| Admin fee / account holder | $7,907 | $10,917-27.6% | $9,285-14.8% | $10,828-27.0% |