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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 | $643,965 | $175,259+267.4% | $149,723+330.1% | $139,487+361.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -5.25% | 166.82%-172.1pp | 134.50%-139.7pp | 373.84%-379.1pp |
| Employer contribution / active EE | $19,425 | $5,478+254.6% | $4,821+302.9% | $4,755+308.5% |
| Participant deferral / active EE | $17,760 | $6,522+172.3% | $5,682+212.5% | $6,713+164.6% |
| Admin fee / account holder | $3,413 | $16,158-78.9% | $13,215-74.2% | $11,407-70.1% |