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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 | $873,260 | $160,070+445.5% | $147,117+493.6% | $145,897+498.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.64% | 98.69%-89.0pp | 420.54%-410.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $14,736 | $5,285+178.9% | $4,932+198.8% | $4,663+216.1% |
| Participant deferral / active EE | $11,074 | $8,419+31.5% | $8,065+37.3% | $6,689+65.5% |
| Admin fee / account holder | $14,936 | $15,035-0.7% | $12,993+15.0% | $13,390+11.5% |