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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 | $201,344+195.4% | $184,243+222.8% | $145,877+307.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -2.28% | 29.01%-31.3pp | 28.82%-31.1pp | 551.28%-553.6pp |
| Employer contribution / active EE | $27,221 | $7,022+287.6% | $6,427+323.5% | $4,663+483.8% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,843 | $16,382-88.8% | $13,914-86.8% | $13,402-86.3% |