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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 | $571,647 | $162,821+251.1% | $133,978+326.7% | $158,982+259.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -4.49% | 41.95%-46.4pp | 45.10%-49.6pp | 302.99%-307.5pp |
| Employer contribution / active EE | $6,740 | $4,976+35.5% | $3,919+72.0% | $4,763+41.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $144,953 | $11,742+1134.5% | $8,930+1523.2% | $11,252+1188.3% |