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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 | $879,584 | $183,592+379.1% | $155,574+465.4% | $145,877+503.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -3.16% | 61.37%-64.5pp | 64.87%-68.0pp | 551.28%-554.4pp |
| Employer contribution / active EE | $4,337 | $5,317-18.4% | $4,676-7.2% | $4,663-7.0% |
| Participant deferral / active EE | $4,270 | $6,466-34.0% | $5,629-24.1% | $6,691-36.2% |
| Admin fee / account holder | $529 | $19,316-97.3% | $15,914-96.7% | $13,402-96.1% |