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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 | $646,343 | $138,078+368.1% | $125,363+415.6% | $134,509+380.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.85% | 750.49%-774.3pp | 572.15%-596.0pp | 418.13%-442.0pp |
| Employer contribution / active EE | $4,835 | $5,245-7.8% | $4,815+0.4% | $4,741+2.0% |
| Participant deferral / active EE | $11,377 | $7,800+45.9% | $7,447+52.8% | $6,400+77.8% |
| Admin fee / account holder | $7,915 | $11,566-31.6% | $10,005-20.9% | $11,427-30.7% |