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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 | $748,883 | $165,399+352.8% | $149,745+400.1% | $158,982+371.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.96% | 348.34%-353.3pp | 276.72%-281.7pp | 302.99%-307.9pp |
| Employer contribution / active EE | $12,875 | $5,105+152.2% | $4,646+177.1% | $4,763+170.3% |
| Participant deferral / active EE | $9,750 | $7,183+35.7% | $6,843+42.5% | $5,983+62.9% |
| Admin fee / account holder | $22,669 | $10,811+109.7% | $9,312+143.4% | $11,252+101.5% |