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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 | $677,968 | $167,352+305.1% | $143,788+371.5% | $134,509+404.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.72% | 0.47%-24.2pp | -0.03%-23.7pp | 418.13%-441.9pp |
| Employer contribution / active EE | $14,280 | $5,620+154.1% | $4,952+188.4% | $4,741+201.2% |
| Participant deferral / active EE | $9,030 | $6,447+40.1% | $5,638+60.2% | $6,400+41.1% |
| Admin fee / account holder | $7,853 | $18,091-56.6% | $14,675-46.5% | $11,427-31.3% |