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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 | $489,694 | $115,810+322.8% | $101,271+383.5% | $158,966+208.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -1.87% | 56.15%-58.0pp | 46.48%-48.4pp | 302.95%-304.8pp |
| Employer contribution / active EE | $12,515 | $4,175+199.7% | $3,660+241.9% | $4,762+162.8% |
| Participant deferral / active EE | $8,029 | $4,958+61.9% | $4,371+83.7% | $5,983+34.2% |
| Admin fee / account holder | $15,718 | $7,248+116.9% | $5,948+164.3% | $11,250+39.7% |