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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 | $417,936 | $165,381+152.7% | $149,730+179.1% | $158,966+162.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.03% | 348.29%-349.3pp | 276.70%-277.7pp | 302.95%-304.0pp |
| Employer contribution / active EE | $12,235 | $5,104+139.7% | $4,645+163.4% | $4,762+156.9% |
| Participant deferral / active EE | $9,352 | $7,182+30.2% | $6,843+36.7% | $5,983+56.3% |
| Admin fee / account holder | $13,118 | $10,809+21.4% | $9,310+40.9% | $11,250+16.6% |