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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 | $747,884 | $105,200+610.9% | $159,474+369.0% | $85,847+771.2% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.8%+15.2pp | 69.3%+28.7pp |
| Annual return | -4.78% | 45.08%-49.9pp | 263.68%-268.5pp | 318.61%-323.4pp |
| Employer contribution / active EE | $24,598 | $3,319+641.2% | $4,831+409.2% | $2,565+858.9% |
| Participant deferral / active EE | $21,646 | $5,946+264.1% | $7,353+194.4% | $3,952+447.7% |
| Admin fee / account holder | $6,404 | $6,934-7.6% | $10,802-40.7% | $6,261+2.3% |