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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 | $510,026 | $167,522+204.5% | $151,639+236.3% | $134,532+279.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.32% | 7.81%-32.1pp | 3.34%-27.7pp | 418.27%-442.6pp |
| Employer contribution / active EE | $6,818 | $6,828-0.2% | $6,165+10.6% | $4,741+43.8% |
| Participant deferral / active EE | $21,946 | $8,986+144.2% | $8,363+162.4% | $6,401+242.9% |
| Admin fee / account holder | $20,519 | $13,780+48.9% | $11,613+76.7% | $11,429+79.5% |