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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 | $853,012 | $209,422+307.3% | $178,503+377.9% | $158,982+436.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.93% | 188.81%-189.7pp | 151.12%-152.1pp | 302.99%-303.9pp |
| Employer contribution / active EE | $6,742 | $5,707+18.1% | $5,011+34.5% | $4,763+41.5% |
| Participant deferral / active EE | $8,755 | $5,955+47.0% | $5,202+68.3% | $5,983+46.3% |
| Admin fee / account holder | $37,493 | $17,079+119.5% | $13,987+168.1% | $11,252+233.2% |