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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 | $723,327 | $167,353+332.2% | $143,797+403.0% | $134,545+437.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.23% | 0.48%-21.7pp | -0.04%-21.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $24,597 | $5,620+337.6% | $4,952+396.7% | $4,742+418.8% |
| Participant deferral / active EE | $14,173 | $6,447+119.8% | $5,638+151.4% | $6,401+121.4% |
| Admin fee / account holder | $1,624 | $18,096-91.0% | $14,679-88.9% | $11,431-85.8% |