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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 | $518,619 | $160,028+224.1% | $147,080+252.6% | $145,884+255.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.94% | 98.60%-90.7pp | 420.17%-412.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $16,767 | $5,286+217.2% | $4,933+239.9% | $4,662+259.6% |
| Participant deferral / active EE | $17,171 | $8,422+103.9% | $8,066+112.9% | $6,690+156.7% |
| Admin fee / account holder | $4,902 | $15,030-67.4% | $12,989-62.3% | $13,392-63.4% |