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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 | $714,663 | $160,070+346.5% | $147,117+385.8% | $145,897+389.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.58% | 98.69%-98.1pp | 420.54%-420.0pp | 552.29%-551.7pp |
| Employer contribution / active EE | $5,414 | $5,285+2.5% | $4,932+9.8% | $4,663+16.1% |
| Participant deferral / active EE | $14,277 | $8,419+69.6% | $8,065+77.0% | $6,689+113.4% |
| Admin fee / account holder | $13,750 | $15,035-8.5% | $12,993+5.8% | $13,390+2.7% |