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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 | $461,613 | $133,981+244.5% | $112,249+311.2% | $134,532+243.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.87% | 47.16%-72.0pp | 27.48%-52.3pp | 418.27%-443.1pp |
| Employer contribution / active EE | $3,827 | $4,040-5.3% | $3,636+5.2% | $4,741-19.3% |
| Participant deferral / active EE | $7,010 | $5,292+32.5% | $4,729+48.2% | $6,401+9.5% |
| Admin fee / account holder | $33,264 | $7,492+344.0% | $6,412+418.8% | $11,429+191.1% |