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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 | $505,252 | $138,114+265.8% | $125,391+302.9% | $134,545+275.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.95% | 750.88%-771.8pp | 572.41%-593.4pp | 418.37%-439.3pp |
| Employer contribution / active EE | $2,782 | $5,246-47.0% | $4,816-42.2% | $4,742-41.3% |
| Participant deferral / active EE | $7,233 | $7,801-7.3% | $7,448-2.9% | $6,401+13.0% |
| Admin fee / account holder | $30,273 | $11,570+161.6% | $10,009+202.5% | $11,431+164.8% |