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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 | $729,195 | $138,076+428.1% | $123,553+490.2% | $135,380+438.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.26% | 153.70%-163.0pp | 119.21%-128.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $22,083 | $5,152+328.6% | $4,628+377.2% | $4,779+362.1% |
| Participant deferral / active EE | $18,833 | $6,800+177.0% | $6,426+193.1% | $5,609+235.8% |
| Admin fee / account holder | $26,466 | $10,917+142.4% | $9,284+185.1% | $10,828+144.4% |