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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 | $725,917 | $168,635+330.5% | $147,617+391.8% | $125,389+478.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -14.98% | 77.65%-92.6pp | 61.98%-77.0pp | 282.24%-297.2pp |
| Employer contribution / active EE | $10,476 | $6,252+67.5% | $5,564+88.3% | $4,866+115.3% |
| Participant deferral / active EE | $6,000 | $5,507+9.0% | $4,895+22.6% | $5,352+12.1% |
| Admin fee / account holder | $8,765 | $13,580-35.5% | $11,612-24.5% | $9,541-8.1% |