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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 | $594,729 | $201,370+195.3% | $184,256+222.8% | $145,897+307.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -2.28% | 29.05%-31.3pp | 28.85%-31.1pp | 552.29%-554.6pp |
| Employer contribution / active EE | $27,221 | $7,024+287.6% | $6,427+323.5% | $4,663+483.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,843 | $16,364-88.7% | $13,899-86.7% | $13,390-86.2% |