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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 | $865,193 | $160,070+440.5% | $147,117+488.1% | $145,897+493.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.57% | 98.69%-92.1pp | 420.54%-414.0pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,937 | $5,285-63.3% | $4,932-60.7% | $4,663-58.5% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $59,301 | $15,035+294.4% | $12,993+356.4% | $13,390+342.9% |