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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 | $732,929 | $209,422+250.0% | $178,503+310.6% | $158,982+361.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.42% | 188.81%-192.2pp | 151.12%-154.5pp | 302.99%-306.4pp |
| Employer contribution / active EE | $5,652 | $5,707-1.0% | $5,011+12.8% | $4,763+18.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $26,715 | $17,079+56.4% | $13,987+91.0% | $11,252+137.4% |