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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 | $558,287 | $168,635+231.1% | $147,617+278.2% | $125,389+345.2% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | -4.57% | 77.65%-82.2pp | 61.98%-66.6pp | 282.24%-286.8pp |
| Employer contribution / active EE | $12,739 | $6,252+103.7% | $5,564+128.9% | $4,866+161.8% |
| Participant deferral / active EE | $18,545 | $5,507+236.8% | $4,895+278.8% | $5,352+246.5% |
| Admin fee / account holder | $159,021 | $13,580+1071.0% | $11,612+1269.5% | $9,541+1566.7% |