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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 | $673,681 | $167,362+302.5% | $143,799+368.5% | $134,532+400.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.49% | 0.47%-24.0pp | -0.04%-23.4pp | 418.27%-441.8pp |
| Employer contribution / active EE | $17,766 | $5,620+216.1% | $4,952+258.8% | $4,741+274.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,734 | $18,094-29.6% | $14,677-13.2% | $11,429+11.4% |