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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 | $643,998 | $135,956+373.7% | $123,894+419.8% | $273,972+135.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.07% | 56.63%-56.7pp | 47.52%-47.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $13,000 | $5,170+151.5% | $4,617+181.6% | $4,869+167.0% |
| Participant deferral / active EE | $9,000 | $6,343+41.9% | $5,984+50.4% | $5,287+70.2% |
| Admin fee / account holder | $20,006 | $9,817+103.8% | $8,357+139.4% | $10,133+97.4% |