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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 | $844,191 | $175,259+381.7% | $149,723+463.8% | $139,487+505.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -17.83% | 166.82%-184.7pp | 134.50%-152.3pp | 373.84%-391.7pp |
| Employer contribution / active EE | $4,904 | $5,478-10.5% | $4,821+1.7% | $4,755+3.1% |
| Participant deferral / active EE | $14,865 | $6,522+127.9% | $5,682+161.6% | $6,713+121.4% |
| Admin fee / account holder | $6,258 | $16,158-61.3% | $13,215-52.6% | $11,407-45.1% |