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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 | $470,001 | $124,330+278.0% | $109,173+330.5% | $167,536+180.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -4.30% | 26.04%-30.3pp | 25.75%-30.1pp | 478.82%-483.1pp |
| Employer contribution / active EE | $1,600 | $4,209-62.0% | $3,723-57.0% | $4,839-66.9% |
| Participant deferral / active EE | $26,000 | $5,256+394.6% | $4,654+458.7% | $6,342+309.9% |
| Admin fee / account holder | $2,303 | $7,974-71.1% | $6,755-65.9% | $12,315-81.3% |