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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 | $283,095 | $56,197+403.8% | $67,652+318.5% | $59,633+374.7% |
| Participation rate | 97.3% | 71.5%+25.8pp | 75.7%+21.6pp | 68.7%+28.6pp |
| Annual return | -2.45% | 18508.10%-18510.6pp | 6625.40%-6627.8pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $9,400 | $1,615+482.2% | $2,266+314.9% | $2,203+326.8% |
| Participant deferral / active EE | $9,263 | $2,844+225.7% | $3,560+160.2% | $3,192+190.2% |
| Admin fee / account holder | $2,228 | $3,958-43.7% | $4,821-53.8% | $4,297-48.1% |