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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 | $669,426 | $87,546+664.7% | $75,784+783.3% | $125,389+433.9% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -9.89% | 13.49%-23.4pp | 9.68%-19.6pp | 282.24%-292.1pp |
| Employer contribution / active EE | $13,831 | $3,930+251.9% | $3,323+316.2% | $4,866+184.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,892 | $6,503+36.7% | $5,300+67.8% | $9,541-6.8% |