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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 | $615,270 | $72,071+753.7% | $68,368+799.9% | $137,256+348.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 4.58% | 353.14%-348.6pp | 292.57%-288.0pp | 220.34%-215.8pp |
| Employer contribution / active EE | $25,000 | $2,788+796.7% | $2,649+843.8% | $4,156+501.5% |
| Participant deferral / active EE | $17,557 | $4,410+298.1% | $4,123+325.9% | $6,407+174.0% |
| Admin fee / account holder | $797,560 | $5,336+14848.0% | $5,150+15387.2% | $12,270+6400.0% |