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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 | $778,211 | $165,399+370.5% | $149,745+419.7% | $158,982+389.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 3.66% | 348.34%-344.7pp | 276.72%-273.1pp | 302.99%-299.3pp |
| Employer contribution / active EE | $23,804 | $5,105+366.3% | $4,646+412.4% | $4,763+399.8% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,532 | $10,811-58.1% | $9,312-51.3% | $11,252-59.7% |