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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 | $907,637 | $160,040+467.1% | $147,096+517.0% | $145,877+522.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.53% | 98.49%-89.0pp | 419.75%-410.2pp | 551.28%-541.8pp |
| Employer contribution / active EE | $22,563 | $5,289+326.6% | $4,936+357.1% | $4,663+383.9% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+88.9% | $6,691+127.9% |
| Admin fee / account holder | $2,231 | $15,050-85.2% | $13,005-82.8% | $13,402-83.4% |