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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 | $546,406 | $127,386+328.9% | $115,037+375.0% | $125,388+335.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.83% | 31.28%-36.1pp | 26.14%-31.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $11,275 | $5,166+118.3% | $4,608+144.7% | $4,866+131.7% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,596 | $9,516-41.2% | $8,175-31.6% | $9,541-41.4% |