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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 | $536,643 | $160,028+235.3% | $147,080+264.9% | $145,884+267.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.72% | 98.60%-92.9pp | 420.17%-414.4pp | 551.85%-546.1pp |
| Employer contribution / active EE | $18,750 | $5,286+254.7% | $4,933+280.1% | $4,662+302.2% |
| Participant deferral / active EE | $30,000 | $8,422+256.2% | $8,066+271.9% | $6,690+348.5% |
| Admin fee / account holder | $107,109 | $15,030+612.6% | $12,989+724.6% | $13,392+699.8% |