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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 | $518,537 | $160,040+224.0% | $147,096+252.5% | $145,877+255.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.17% | 98.49%-90.3pp | 419.75%-411.6pp | 551.28%-543.1pp |
| Employer contribution / active EE | $20,656 | $5,289+290.5% | $4,936+318.5% | $4,663+343.0% |
| Participant deferral / active EE | $16,787 | $8,429+99.2% | $8,071+108.0% | $6,691+150.9% |
| Admin fee / account holder | $22,649 | $15,050+50.5% | $13,005+74.2% | $13,402+69.0% |