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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 | $622,207 | $198,461+213.5% | $170,436+265.1% | $147,585+321.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.25% | 257.30%-252.1pp | 205.94%-200.7pp | 578.57%-573.3pp |
| Employer contribution / active EE | $53,000 | $6,184+757.1% | $5,433+875.6% | $4,876+986.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $52,089 | $16,852+209.1% | $13,880+275.3% | $10,885+378.5% |