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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 | $814,165 | $125,778+547.3% | $114,563+610.7% | $154,746+426.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 6.23% | 295.14%-288.9pp | 241.09%-234.9pp | 172.34%-166.1pp |
| Employer contribution / active EE | $35,000 | $2,806+1147.4% | $2,592+1250.3% | $4,379+699.3% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,501 | $8,190+77.0% | $7,623+90.2% | $14,365+0.9% |