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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 | $838,072 | $165,399+406.7% | $149,745+459.7% | $158,982+427.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -5.87% | 348.34%-354.2pp | 276.72%-282.6pp | 302.99%-308.9pp |
| Employer contribution / active EE | $23,811 | $5,105+366.5% | $4,646+412.5% | $4,763+399.9% |
| Participant deferral / active EE | $6,500 | $7,183-9.5% | $6,843-5.0% | $5,983+8.6% |
| Admin fee / account holder | $11,118 | $10,811+2.8% | $9,312+19.4% | $11,252-1.2% |