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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 | $942,609 | $147,167+540.5% | $111,392+746.2% | $135,379+596.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -27.12% | -4.44%-22.7pp | -2.06%-25.1pp | 519.79%-546.9pp |
| Employer contribution / active EE | $2,524 | $5,204-51.5% | $4,328-41.7% | $4,779-47.2% |
| Participant deferral / active EE | $6,357 | $6,565-3.2% | $5,567+14.2% | $5,609+13.3% |
| Admin fee / account holder | $42,904 | $20,270+111.7% | $12,266+249.8% | $10,828+296.2% |