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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 | $945,503 | $168,635+460.7% | $147,617+540.5% | $125,389+654.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.50% | 77.65%-82.1pp | 61.98%-66.5pp | 282.24%-286.7pp |
| Employer contribution / active EE | $17,700 | $6,252+183.1% | $5,564+218.1% | $4,866+263.7% |
| Participant deferral / active EE | $14,750 | $5,507+167.8% | $4,895+201.3% | $5,352+175.6% |
| Admin fee / account holder | $5,053 | $13,580-62.8% | $11,612-56.5% | $9,541-47.0% |