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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 | $175,257+381.7% | $149,717+463.9% | $139,456+505.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -17.83% | 166.70%-184.5pp | 134.41%-152.2pp | 373.45%-391.3pp |
| Employer contribution / active EE | $4,904 | $5,477-10.5% | $4,820+1.8% | $4,753+3.2% |
| Participant deferral / active EE | $14,865 | $6,521+127.9% | $5,682+161.6% | $6,711+121.5% |
| Admin fee / account holder | $6,258 | $16,156-61.3% | $13,213-52.6% | $11,407-45.1% |