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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 | $710,549 | $167,362+324.6% | $143,799+394.1% | $134,532+428.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.08% | 0.47%-20.6pp | -0.04%-20.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $17,190 | $5,620+205.9% | $4,952+247.1% | $4,741+262.6% |
| Participant deferral / active EE | $9,383 | $6,447+45.5% | $5,638+66.4% | $6,401+46.6% |
| Admin fee / account holder | $9,657 | $18,094-46.6% | $14,677-34.2% | $11,429-15.5% |