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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 | $719,956 | $167,353+330.2% | $143,797+400.7% | $134,545+435.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.26% | 0.48%-27.7pp | -0.04%-27.2pp | 418.37%-445.6pp |
| Employer contribution / active EE | $40,860 | $5,620+627.0% | $4,952+725.1% | $4,742+761.7% |
| Participant deferral / active EE | $13,604 | $6,447+111.0% | $5,638+141.3% | $6,401+112.5% |
| Admin fee / account holder | $517 | $18,096-97.1% | $14,679-96.5% | $11,431-95.5% |