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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 | $836,245 | $198,457+321.4% | $170,435+390.7% | $147,586+466.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -4.34% | 257.30%-261.6pp | 205.94%-210.3pp | 578.59%-582.9pp |
| Employer contribution / active EE | $8,800 | $6,183+42.3% | $5,432+62.0% | $4,876+80.5% |
| Participant deferral / active EE | $12,955 | $5,629+130.1% | $4,939+162.3% | $5,439+138.2% |
| Admin fee / account holder | $560 | $16,852-96.7% | $13,881-96.0% | $10,886-94.9% |