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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 | $536,650 | $160,070+235.3% | $147,117+264.8% | $145,897+267.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.94% | 98.69%-93.8pp | 420.54%-415.6pp | 552.29%-547.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,438 | $8,419-35.4% | $8,065-32.6% | $6,689-18.7% |
| Admin fee / account holder | $21,443 | $15,035+42.6% | $12,993+65.0% | $13,390+60.1% |