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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 | $624,709 | $154,228+305.1% | $145,433+329.6% | $137,256+355.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -0.35% | 74.59%-74.9pp | 66.58%-66.9pp | 220.34%-220.7pp |
| Employer contribution / active EE | $39,567 | $4,804+723.6% | $4,554+768.7% | $4,156+852.0% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $38,089 | $14,344+165.5% | $13,129+190.1% | $12,270+210.4% |