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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 | $824,100 | $157,304+423.9% | $141,197+483.7% | $152,909+438.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -5.27% | 64.34%-69.6pp | 71.41%-76.7pp | 345.46%-350.7pp |
| Employer contribution / active EE | $4,100 | $5,263-22.1% | $4,736-13.4% | $4,764-13.9% |
| Participant deferral / active EE | $4,600 | $7,111-35.3% | $6,710-31.4% | $5,851-21.4% |
| Admin fee / account holder | $45,465 | $12,126+274.9% | $10,265+342.9% | $11,601+291.9% |