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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 | $154,145+541.4% | $130,014+660.5% | $139,427+609.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | -0.04% | 32.49%-32.5pp | -137.22%+137.2pp | 373.27%-373.3pp |
| Employer contribution / active EE | $2,414 | $5,290-54.4% | $4,320-44.1% | $4,752-49.2% |
| Participant deferral / active EE | $3,111 | $6,711-53.6% | $5,821-46.6% | $6,711-53.6% |
| Admin fee / account holder | $441 | $14,009-96.8% | $10,616-95.8% | $11,404-96.1% |