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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 | $460,044 | $168,636+172.8% | $147,618+211.6% | $125,388+266.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.08% | 77.65%-83.7pp | 61.98%-68.1pp | 282.24%-288.3pp |
| Employer contribution / active EE | $23,633 | $6,252+278.0% | $5,565+324.7% | $4,866+385.7% |
| Participant deferral / active EE | $12,504 | $5,507+127.1% | $4,895+155.4% | $5,352+133.7% |
| Admin fee / account holder | $2,517 | $13,580-81.5% | $11,612-78.3% | $9,541-73.6% |