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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 | $501,214 | $209,422+139.3% | $178,503+180.8% | $158,982+215.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.56% | 188.81%-190.4pp | 151.12%-152.7pp | 302.99%-304.6pp |
| Employer contribution / active EE | $14,104 | $5,707+147.1% | $5,011+181.5% | $4,763+196.1% |
| Participant deferral / active EE | $7,215 | $5,955+21.2% | $5,202+38.7% | $5,983+20.6% |
| Admin fee / account holder | $3,182 | $17,079-81.4% | $13,987-77.3% | $11,252-71.7% |