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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 | $160,028+478.0% | $147,080+528.8% | $145,884+534.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.66% | 98.60%-89.9pp | 420.17%-411.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,100 | $8,422-51.3% | $8,066-49.2% | $6,690-38.7% |
| Admin fee / account holder | $173,846 | $15,030+1056.7% | $12,989+1238.4% | $13,392+1198.2% |