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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 | $765,040 | $162,967+369.4% | $135,792+463.4% | $138,895+450.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | -18.01% | 30.08%-48.1pp | 25.96%-44.0pp | 145.39%-163.4pp |
| Employer contribution / active EE | $23,164 | $4,211+450.1% | $3,496+562.7% | $4,194+452.3% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,339 | $15,306-65.1% | $12,266-56.5% | $12,562-57.5% |