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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 | $849,268 | $157,304+439.9% | $141,197+501.5% | $152,909+455.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.84% | 64.34%-62.5pp | 71.41%-69.6pp | 345.46%-343.6pp |
| Employer contribution / active EE | $24,500 | $5,263+365.6% | $4,736+417.3% | $4,764+414.3% |
| Participant deferral / active EE | $22,500 | $7,111+216.4% | $6,710+235.3% | $5,851+284.5% |
| Admin fee / account holder | $20,228 | $12,126+66.8% | $10,265+97.1% | $11,601+74.4% |