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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 | $682,450 | $160,070+326.3% | $147,117+363.9% | $145,897+367.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.97% | 98.69%-94.7pp | 420.54%-416.6pp | 552.29%-548.3pp |
| Employer contribution / active EE | $5,000 | $5,285-5.4% | $4,932+1.4% | $4,663+7.2% |
| Participant deferral / active EE | $30,500 | $8,419+262.3% | $8,065+278.2% | $6,689+356.0% |
| Admin fee / account holder | $7,985 | $15,035-46.9% | $12,993-38.5% | $13,390-40.4% |