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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 | $639,480 | $209,422+205.4% | $178,503+258.2% | $158,982+302.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -15.60% | 188.81%-204.4pp | 151.12%-166.7pp | 302.99%-318.6pp |
| Employer contribution / active EE | $16,277 | $5,707+185.2% | $5,011+224.8% | $4,763+241.7% |
| Participant deferral / active EE | $22,100 | $5,955+271.1% | $5,202+324.8% | $5,983+269.4% |
| Admin fee / account holder | $4,583 | $17,079-73.2% | $13,987-67.2% | $11,252-59.3% |