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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 | $589,902 | $228,395+158.3% | $185,861+217.4% | $158,982+271.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -3.15% | 40.82%-44.0pp | 35.96%-39.1pp | 302.99%-306.1pp |
| Employer contribution / active EE | $4,048 | $4,968-18.5% | $4,088-1.0% | $4,763-15.0% |
| Participant deferral / active EE | $14,611 | $6,417+127.7% | $5,634+159.3% | $5,983+144.2% |
| Admin fee / account holder | $1,841 | $11,869-84.5% | $9,503-80.6% | $11,252-83.6% |