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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 | $793,777 | $160,070+395.9% | $147,117+439.6% | $145,897+444.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.13% | 98.69%-91.6pp | 420.54%-413.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $12,000 | $5,285+127.1% | $4,932+143.3% | $4,663+157.4% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,525 | $15,035-16.7% | $12,993-3.6% | $13,390-6.5% |