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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 | $711,856 | $159,978+345.0% | $147,041+384.1% | $145,978+387.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.42% | 98.36%-90.9pp | 419.21%-411.8pp | 550.52%-543.1pp |
| Employer contribution / active EE | $17,491 | $5,288+230.7% | $4,935+254.4% | $4,662+275.2% |
| Participant deferral / active EE | $11,167 | $8,429+32.5% | $8,071+38.4% | $6,690+66.9% |
| Admin fee / account holder | $1,639 | $15,053-89.1% | $13,006-87.4% | $13,400-87.8% |