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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 | $156,398+333.8% | $147,318+360.5% | $138,895+388.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -0.24% | 78.75%-79.0pp | 70.43%-70.7pp | 145.39%-145.6pp |
| Employer contribution / active EE | $18,094 | $4,853+272.8% | $4,593+294.0% | $4,194+331.4% |
| Participant deferral / active EE | $34,750 | $8,237+321.9% | $7,906+339.5% | $6,396+443.3% |
| Admin fee / account holder | $1,737 | $14,976-88.4% | $13,708-87.3% | $12,562-86.2% |