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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 | $1,541,781 | $157,304+880.1% | $141,197+991.9% | $152,909+908.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | -4.34% | 64.34%-68.7pp | 71.41%-75.7pp | 345.46%-349.8pp |
| Employer contribution / active EE | $9,100 | $5,263+72.9% | $4,736+92.1% | $4,764+91.0% |
| Participant deferral / active EE | $14,300 | $7,111+101.1% | $6,710+113.1% | $5,851+144.4% |
| Admin fee / account holder | $5,745 | $12,126-52.6% | $10,265-44.0% | $11,601-50.5% |