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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 | $519,488 | $127,387+307.8% | $115,038+351.6% | $125,389+314.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.00% | 31.28%-40.3pp | 26.14%-35.1pp | 282.24%-291.2pp |
| Employer contribution / active EE | $8,000 | $5,166+54.9% | $4,608+73.6% | $4,866+64.4% |
| Participant deferral / active EE | $5,736 | $6,423-10.7% | $6,026-4.8% | $5,352+7.2% |
| Admin fee / account holder | $21,910 | $9,516+130.2% | $8,175+168.0% | $9,541+129.6% |