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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 | $894,249 | $208,088+329.7% | $186,193+380.3% | $154,746+477.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 6.40% | 89.97%-83.6pp | 78.03%-71.6pp | 172.34%-165.9pp |
| Employer contribution / active EE | $36,583 | $4,340+743.0% | $3,918+833.7% | $4,379+735.4% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $53,476 | $11,698+357.1% | $11,058+383.6% | $14,365+272.3% |