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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 | $591,053 | $198,462+197.8% | $170,439+246.8% | $147,585+300.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.96% | 257.30%-253.3pp | 205.94%-202.0pp | 578.58%-574.6pp |
| Employer contribution / active EE | $20,606 | $6,184+233.2% | $5,433+279.3% | $4,876+322.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,001 | $16,852-16.9% | $13,881+0.9% | $10,886+28.6% |