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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 | $883,794 | $202,345+336.8% | $172,755+411.6% | $152,885+478.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -2.18% | 1029.77%-1032.0pp | 802.94%-805.1pp | 345.39%-347.6pp |
| Employer contribution / active EE | $29,658 | $5,858+406.3% | $5,144+476.5% | $4,763+522.7% |
| Participant deferral / active EE | $15,765 | $5,948+165.0% | $5,198+203.3% | $5,851+169.5% |
| Admin fee / account holder | $108,074 | $17,111+531.6% | $13,955+674.5% | $11,598+831.8% |