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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 | $907,275 | $100,772+800.3% | $86,690+946.6% | $134,493+574.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.25% | 29.06%-50.3pp | 35.93%-57.2pp | 418.01%-439.3pp |
| Employer contribution / active EE | $2,938 | $3,490-15.8% | $2,837+3.6% | $4,740-38.0% |
| Participant deferral / active EE | $10,844 | $5,338+103.1% | $4,656+132.9% | $6,400+69.4% |
| Admin fee / account holder | $40,534 | $10,920+271.2% | $7,490+441.2% | $11,425+254.8% |