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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 | $912,520 | $160,040+470.2% | $147,096+520.4% | $145,877+525.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.57% | 98.49%-88.9pp | 419.75%-410.2pp | 551.28%-541.7pp |
| Employer contribution / active EE | $19,050 | $5,289+260.2% | $4,936+285.9% | $4,663+308.5% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+88.9% | $6,691+127.9% |
| Admin fee / account holder | $18,950 | $15,050+25.9% | $13,005+45.7% | $13,402+41.4% |