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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 | $877,501 | $209,425+319.0% | $178,499+391.6% | $158,966+452.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.38% | 188.80%-187.4pp | 151.10%-149.7pp | 302.95%-301.6pp |
| Employer contribution / active EE | $32,698 | $5,707+472.9% | $5,011+552.5% | $4,762+586.6% |
| Participant deferral / active EE | $18,253 | $5,955+206.5% | $5,202+250.9% | $5,983+205.1% |
| Admin fee / account holder | $11,207 | $17,078-34.4% | $13,986-19.9% | $11,250-0.4% |