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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 | $772,132 | $167,353+361.4% | $143,797+437.0% | $134,545+473.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.24% | 0.48%-22.7pp | -0.04%-22.2pp | 418.37%-440.6pp |
| Employer contribution / active EE | $34,390 | $5,620+511.9% | $4,952+594.4% | $4,742+625.3% |
| Participant deferral / active EE | $18,727 | $6,447+190.5% | $5,638+232.1% | $6,401+192.5% |
| Admin fee / account holder | $105,653 | $18,096+483.9% | $14,679+619.8% | $11,431+824.3% |