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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 | $792,076 | $149,040+431.5% | $120,225+558.8% | $137,256+477.1% |
| Participation rate | 88.9% | 75.4%+13.5pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 1.74% | 605.68%-603.9pp | 439.23%-437.5pp | 220.34%-218.6pp |
| Employer contribution / active EE | $16,469 | $4,350+278.6% | $3,475+373.9% | $4,156+296.3% |
| Participant deferral / active EE | $4,952 | $4,655+6.4% | $3,999+23.8% | $6,407-22.7% |
| Admin fee / account holder | $21,104 | $6,348+232.5% | $5,696+270.5% | $12,270+72.0% |