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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 | $608,852 | $135,956+347.8% | $123,894+391.4% | $273,972+122.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -6.59% | 56.63%-63.2pp | 47.52%-54.1pp | 41.46%-48.0pp |
| Employer contribution / active EE | $26,788 | $5,170+418.2% | $4,617+480.2% | $4,869+450.2% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | $3,115 | $9,817-68.3% | $8,357-62.7% | $10,133-69.3% |