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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 | $873,865 | $172,111+407.7% | $150,298+481.4% | $137,256+536.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -2.32% | 69.37%-71.7pp | 62.79%-65.1pp | 220.34%-222.7pp |
| Employer contribution / active EE | $8,350 | $4,636+80.1% | $4,154+101.0% | $4,156+100.9% |
| Participant deferral / active EE | $30,500 | $6,166+394.7% | $5,453+459.4% | $6,407+376.1% |
| Admin fee / account holder | $45,463 | $16,471+176.0% | $14,116+222.1% | $12,270+270.5% |