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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 | $183,592+420.9% | $155,567+514.7% | $145,959+555.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | -8.78% | 61.24%-70.0pp | 64.74%-73.5pp | 561.95%-570.7pp |
| Employer contribution / active EE | $28,607 | $5,315+438.3% | $4,674+512.0% | $4,661+513.8% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $44,000 | $19,318+127.8% | $15,916+176.4% | $13,398+228.4% |