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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 | $495,366 | $209,336+136.6% | $197,124+151.3% | $137,256+260.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -18.66% | 48.09%-66.8pp | 44.34%-63.0pp | 220.34%-239.0pp |
| Employer contribution / active EE | $39,754 | $6,591+503.2% | $6,227+538.4% | $4,156+856.5% |
| Participant deferral / active EE | $32,023 | $9,614+233.1% | $9,135+250.6% | $6,407+399.8% |
| Admin fee / account holder | $84,811 | $17,308+390.0% | $16,298+420.4% | $12,270+591.2% |