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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 | $787,635 | $144,130+446.5% | $117,861+568.3% | $147,586+433.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.94% | 531.20%-524.3pp | 335.11%-328.2pp | 578.59%-571.6pp |
| Employer contribution / active EE | $6,250 | $4,897+27.6% | $3,786+65.1% | $4,876+28.2% |
| Participant deferral / active EE | $9,933 | $5,316+86.8% | $4,482+121.6% | $5,439+82.6% |
| Admin fee / account holder | $70,265 | $10,887+545.4% | $8,021+776.1% | $10,886+545.5% |