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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 | $100,811+800.0% | $86,698+946.5% | $134,545+574.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.25% | 29.11%-50.4pp | 35.96%-57.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $2,938 | $3,490-15.8% | $2,837+3.6% | $4,742-38.0% |
| Participant deferral / active EE | $10,844 | $5,339+103.1% | $4,656+132.9% | $6,401+69.4% |
| Admin fee / account holder | $40,534 | $10,926+271.0% | $7,492+441.0% | $11,431+254.6% |