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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 | $643,951 | $165,381+289.4% | $149,730+330.1% | $158,966+305.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.90% | 348.29%-342.4pp | 276.70%-270.8pp | 302.95%-297.1pp |
| Employer contribution / active EE | $33,750 | $5,104+561.2% | $4,645+626.6% | $4,762+608.7% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,390 | $10,809-87.1% | $9,310-85.1% | $11,250-87.6% |