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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 | $645,507 | $156,398+312.7% | $147,318+338.2% | $138,895+364.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -44.00% | 78.75%-122.8pp | 70.43%-114.4pp | 145.39%-189.4pp |
| Employer contribution / active EE | $4,142 | $4,853-14.7% | $4,593-9.8% | $4,194-1.2% |
| Participant deferral / active EE | $23,972 | $8,237+191.0% | $7,906+203.2% | $6,396+274.8% |
| Admin fee / account holder | $18,981 | $14,976+26.7% | $13,708+38.5% | $12,562+51.1% |