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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 | $815,353 | $168,635+383.5% | $147,617+452.3% | $125,389+550.3% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -4.50% | 77.65%-82.1pp | 61.98%-66.5pp | 282.24%-286.7pp |
| Employer contribution / active EE | $39,533 | $6,252+532.3% | $5,564+610.5% | $4,866+712.4% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,895+63.4% | $5,352+49.5% |
| Admin fee / account holder | $2,628 | $13,580-80.6% | $11,612-77.4% | $9,541-72.5% |