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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 | $695,210 | $150,442+362.1% | $136,295+410.1% | $147,585+371.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.84% | 1049.09%-1045.3pp | 5155.97%-5152.1pp | 578.56%-574.7pp |
| Employer contribution / active EE | $16,000 | $5,256+204.4% | $4,695+240.8% | $4,876+228.1% |
| Participant deferral / active EE | $24,000 | $6,630+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $1,895 | $10,905-82.6% | $9,243-79.5% | $10,885-82.6% |