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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 | $985,318 | $180,459+446.0% | $154,108+539.4% | $135,380+627.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.00% | 888.21%-897.2pp | 735.21%-744.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $42,500 | $6,035+604.2% | $5,298+702.3% | $4,779+789.3% |
| Participant deferral / active EE | $14,500 | $5,806+149.7% | $5,081+185.4% | $5,609+158.5% |
| Admin fee / account holder | $35,030 | $16,145+117.0% | $13,411+161.2% | $10,828+223.5% |