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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 | $906,658 | $209,422+332.9% | $178,503+407.9% | $158,982+470.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.90% | 188.81%-187.9pp | 151.12%-150.2pp | 302.99%-302.1pp |
| Employer contribution / active EE | $37,500 | $5,707+557.1% | $5,011+648.3% | $4,763+687.3% |
| Participant deferral / active EE | $22,344 | $5,955+275.2% | $5,202+329.5% | $5,983+273.4% |
| Admin fee / account holder | $5,858 | $17,079-65.7% | $13,987-58.1% | $11,252-47.9% |