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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 | $502,424 | $110,307+355.5% | $96,576+420.2% | $139,456+260.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -5.45% | 26.40%-31.8pp | 25.87%-31.3pp | 373.45%-378.9pp |
| Employer contribution / active EE | $12,982 | $3,619+258.7% | $2,965+337.8% | $4,753+173.1% |
| Participant deferral / active EE | $8,946 | $5,547+61.3% | $4,851+84.4% | $6,711+33.3% |
| Admin fee / account holder | $2,189 | $11,597-81.1% | $8,253-73.5% | $11,407-80.8% |