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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 | $822,024 | $132,634+519.8% | $115,768+610.1% | $137,256+498.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 5.74% | 160.70%-155.0pp | 100.46%-94.7pp | 220.34%-214.6pp |
| Employer contribution / active EE | $6,000 | $3,360+78.6% | $2,940+104.1% | $4,156+44.4% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,041 | $15,028-19.9% | $12,439-3.2% | $12,270-1.9% |