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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 | $159,978+440.8% | $147,041+488.4% | $145,978+492.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.57% | 98.36%-91.8pp | 419.21%-412.6pp | 550.52%-543.9pp |
| Employer contribution / active EE | $1,937 | $5,288-63.4% | $4,935-60.8% | $4,662-58.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $59,301 | $15,053+293.9% | $13,006+355.9% | $13,400+342.5% |