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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 | $961,114 | $159,934+500.9% | $147,005+553.8% | $145,959+558.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.16% | 98.24%-94.1pp | 418.76%-414.6pp | 561.95%-557.8pp |
| Employer contribution / active EE | $12,194 | $5,287+130.6% | $4,934+147.1% | $4,661+161.6% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $39,234 | $15,053+160.6% | $13,006+201.7% | $13,398+192.8% |