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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 | $616,780 | $168,635+265.7% | $147,617+317.8% | $125,389+391.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.86% | 77.65%-81.5pp | 61.98%-65.8pp | 282.24%-286.1pp |
| Employer contribution / active EE | $21,235 | $6,252+239.6% | $5,564+281.6% | $4,866+336.4% |
| Participant deferral / active EE | $9,000 | $5,507+63.4% | $4,895+83.8% | $5,352+68.2% |
| Admin fee / account holder | $1,115 | $13,580-91.8% | $11,612-90.4% | $9,541-88.3% |