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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 | $159,978+285.0% | $147,041+318.9% | $145,978+322.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.07% | 98.36%-93.3pp | 419.21%-414.1pp | 550.52%-545.5pp |
| Employer contribution / active EE | $4,850 | $5,288-8.3% | $4,935-1.7% | $4,662+4.0% |
| Participant deferral / active EE | $17,123 | $8,429+103.2% | $8,071+112.2% | $6,690+156.0% |
| Admin fee / account holder | $647,722 | $15,053+4202.9% | $13,006+4880.1% | $13,400+4733.6% |