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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 | $463,403 | $135,956+240.8% | $123,894+274.0% | $273,972+69.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -4.95% | 56.63%-61.6pp | 47.52%-52.5pp | 41.46%-46.4pp |
| Employer contribution / active EE | $17,282 | $5,170+234.3% | $4,617+274.3% | $4,869+255.0% |
| Participant deferral / active EE | $3,342 | $6,343-47.3% | $5,984-44.2% | $5,287-36.8% |
| Admin fee / account holder | $1,644 | $9,817-83.3% | $8,357-80.3% | $10,133-83.8% |