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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 | $526,410 | $175,257+200.4% | $149,717+251.6% | $139,456+277.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -2.79% | 166.70%-169.5pp | 134.41%-137.2pp | 373.45%-376.2pp |
| Employer contribution / active EE | $5,832 | $5,477+6.5% | $4,820+21.0% | $4,753+22.7% |
| Participant deferral / active EE | $4,041 | $6,521-38.0% | $5,682-28.9% | $6,711-39.8% |
| Admin fee / account holder | $29,206 | $16,156+80.8% | $13,213+121.0% | $11,407+156.0% |