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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 | $678,418 | $154,228+339.9% | $145,433+366.5% | $137,256+394.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -0.24% | 74.59%-74.8pp | 66.58%-66.8pp | 220.34%-220.6pp |
| Employer contribution / active EE | $18,094 | $4,804+276.6% | $4,554+297.3% | $4,156+335.4% |
| Participant deferral / active EE | $34,750 | $8,216+322.9% | $7,897+340.0% | $6,407+442.4% |
| Admin fee / account holder | $1,737 | $14,344-87.9% | $13,129-86.8% | $12,270-85.8% |