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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 | $891,324 | $165,399+438.9% | $149,745+495.2% | $158,982+460.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.82% | 348.34%-349.2pp | 276.72%-277.5pp | 302.99%-303.8pp |
| Employer contribution / active EE | $23,000 | $5,105+350.6% | $4,646+395.1% | $4,763+382.9% |
| Participant deferral / active EE | $26,000 | $7,183+262.0% | $6,843+279.9% | $5,983+334.5% |
| Admin fee / account holder | $46,790 | $10,811+332.8% | $9,312+402.5% | $11,252+315.9% |