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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 | $620,294 | $100,811+515.3% | $86,698+615.5% | $134,545+361.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.58% | 29.11%-50.7pp | 35.96%-57.5pp | 418.37%-439.9pp |
| Employer contribution / active EE | $24,414 | $3,490+599.5% | $2,837+760.6% | $4,742+414.9% |
| Participant deferral / active EE | $18,000 | $5,339+237.1% | $4,656+286.6% | $6,401+181.2% |
| Admin fee / account holder | $5,174 | $10,926-52.6% | $7,492-30.9% | $11,431-54.7% |