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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 | $159,978+235.4% | $147,041+265.0% | $145,978+267.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.72% | 98.36%-92.6pp | 419.21%-413.5pp | 550.52%-544.8pp |
| Employer contribution / active EE | $18,750 | $5,288+254.6% | $4,935+279.9% | $4,662+302.2% |
| Participant deferral / active EE | $30,000 | $8,429+255.9% | $8,071+271.7% | $6,690+348.5% |
| Admin fee / account holder | $107,109 | $15,053+611.5% | $13,006+723.5% | $13,400+699.3% |