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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 | $162,781+251.2% | $133,956+326.7% | $158,931+259.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -4.49% | 41.94%-46.4pp | 45.09%-49.6pp | 302.86%-307.3pp |
| Employer contribution / active EE | $6,740 | $4,975+35.5% | $3,919+72.0% | $4,761+41.6% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $144,953 | $11,736+1135.1% | $8,927+1523.7% | $11,247+1188.8% |