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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 | $988,695 | $154,209+541.1% | $130,062+660.2% | $139,487+608.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | -0.04% | 32.52%-32.6pp | -137.37%+137.3pp | 373.84%-373.9pp |
| Employer contribution / active EE | $2,414 | $5,292-54.4% | $4,322-44.1% | $4,755-49.2% |
| Participant deferral / active EE | $3,111 | $6,709-53.6% | $5,821-46.6% | $6,713-53.7% |
| Admin fee / account holder | $441 | $13,988-96.8% | $10,601-95.8% | $11,407-96.1% |