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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 | $956,288 | $183,539+421.0% | $155,556+514.8% | $145,897+555.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | -8.78% | 61.31%-70.1pp | 64.84%-73.6pp | 552.29%-561.1pp |
| Employer contribution / active EE | $28,607 | $5,315+438.2% | $4,675+511.9% | $4,663+513.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $44,000 | $19,275+128.3% | $15,885+177.0% | $13,390+228.6% |