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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 | $823,043 | $209,422+293.0% | $178,503+361.1% | $158,982+417.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.43% | 188.81%-192.2pp | 151.12%-154.5pp | 302.99%-306.4pp |
| Employer contribution / active EE | $42,870 | $5,707+651.2% | $5,011+755.5% | $4,763+800.1% |
| Participant deferral / active EE | $8,750 | $5,955+46.9% | $5,202+68.2% | $5,983+46.2% |
| Admin fee / account holder | $512,048 | $17,079+2898.1% | $13,987+3560.9% | $11,252+4450.9% |