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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 | $949,146 | $209,336+353.4% | $197,124+381.5% | $137,256+591.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -3.22% | 48.09%-51.3pp | 44.34%-47.6pp | 220.34%-223.6pp |
| Employer contribution / active EE | $23,125 | $6,591+250.9% | $6,227+271.3% | $4,156+456.4% |
| Participant deferral / active EE | $13,722 | $9,614+42.7% | $9,135+50.2% | $6,407+114.2% |
| Admin fee / account holder | $3,624 | $17,308-79.1% | $16,298-77.8% | $12,270-70.5% |