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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 | $711,651 | $202,342+251.7% | $172,753+311.9% | $152,909+365.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.10% | 1029.88%-1029.8pp | 803.00%-802.9pp | 345.46%-345.4pp |
| Employer contribution / active EE | $27,526 | $5,857+369.9% | $5,144+435.1% | $4,764+477.8% |
| Participant deferral / active EE | $16,641 | $5,948+179.8% | $5,198+220.2% | $5,851+184.4% |
| Admin fee / account holder | $78,550 | $17,112+359.0% | $13,956+462.9% | $11,601+577.1% |