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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 | $771,953 | $184,000+319.5% | $162,185+376.0% | $152,909+404.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -3.25% | 150.80%-154.0pp | 115.61%-118.9pp | 345.46%-348.7pp |
| Employer contribution / active EE | $10,938 | $6,370+71.7% | $5,613+94.9% | $4,764+129.6% |
| Participant deferral / active EE | $14,156 | $8,033+76.2% | $7,297+94.0% | $5,851+141.9% |
| Admin fee / account holder | $193,009 | $13,124+1370.7% | $10,844+1679.9% | $11,601+1563.8% |