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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 | $924,911 | $160,070+477.8% | $147,117+528.7% | $145,897+533.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.66% | 98.69%-90.0pp | 420.54%-411.9pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,100 | $8,419-51.3% | $8,065-49.2% | $6,689-38.7% |
| Admin fee / account holder | $173,846 | $15,035+1056.3% | $12,993+1238.0% | $13,390+1198.3% |