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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 | $512,083 | $198,457+158.0% | $170,435+200.5% | $147,586+247.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.58% | 257.30%-251.7pp | 205.94%-200.4pp | 578.59%-573.0pp |
| Employer contribution / active EE | $61,603 | $6,183+896.3% | $5,432+1034.0% | $4,876+1163.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $106,043 | $16,852+529.2% | $13,881+664.0% | $10,886+874.1% |