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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 | $615,976 | $160,070+284.8% | $147,117+318.7% | $145,897+322.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.07% | 98.69%-93.6pp | 420.54%-415.5pp | 552.29%-547.2pp |
| Employer contribution / active EE | $4,850 | $5,285-8.2% | $4,932-1.7% | $4,663+4.0% |
| Participant deferral / active EE | $17,123 | $8,419+103.4% | $8,065+112.3% | $6,689+156.0% |
| Admin fee / account holder | $647,722 | $15,035+4208.0% | $12,993+4885.3% | $13,390+4737.2% |