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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 | $754,038 | $198,457+279.9% | $170,435+342.4% | $147,586+410.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -31.46% | 257.30%-288.8pp | 205.94%-237.4pp | 578.59%-610.1pp |
| Employer contribution / active EE | $13,808 | $6,183+123.3% | $5,432+154.2% | $4,876+183.2% |
| Participant deferral / active EE | $16,250 | $5,629+188.7% | $4,939+229.0% | $5,439+198.8% |
| Admin fee / account holder | $5,931 | $16,852-64.8% | $13,881-57.3% | $10,886-45.5% |