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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 | $664,300 | $138,102+381.0% | $125,381+429.8% | $134,532+393.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.57% | 750.73%-774.3pp | 572.31%-595.9pp | 418.27%-441.8pp |
| Employer contribution / active EE | $3,624 | $5,245-30.9% | $4,815-24.7% | $4,741-23.6% |
| Participant deferral / active EE | $18,973 | $7,801+143.2% | $7,448+154.8% | $6,401+196.4% |
| Admin fee / account holder | $8,140 | $11,568-29.6% | $10,007-18.7% | $11,429-28.8% |