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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 | $578,533 | $232,540+148.8% | $185,117+212.5% | $147,586+292.0% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | -5.91% | 43.03%-48.9pp | 40.50%-46.4pp | 578.59%-584.5pp |
| Employer contribution / active EE | $11,548 | $5,195+122.3% | $4,182+176.2% | $4,876+136.8% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $49,656 | $10,275+383.3% | $8,159+508.6% | $10,886+356.2% |