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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 | $726,061 | $152,619+375.7% | $125,195+479.9% | $152,909+374.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -0.21% | 54.85%-55.1pp | 43.79%-44.0pp | 345.46%-345.7pp |
| Employer contribution / active EE | $21,407 | $4,947+332.7% | $3,866+453.7% | $4,764+349.4% |
| Participant deferral / active EE | $9,500 | $5,869+61.9% | $4,937+92.4% | $5,851+62.4% |
| Admin fee / account holder | $51,200 | $13,437+281.0% | $9,704+427.6% | $11,601+341.4% |