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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 | $790,266 | $160,040+393.8% | $147,096+437.2% | $145,877+441.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.62% | 98.49%-92.9pp | 419.75%-414.1pp | 551.28%-545.7pp |
| Employer contribution / active EE | $3,109 | $5,289-41.2% | $4,936-37.0% | $4,663-33.3% |
| Participant deferral / active EE | $5,517 | $8,429-34.5% | $8,071-31.6% | $6,691-17.5% |
| Admin fee / account holder | $35,000 | $15,050+132.6% | $13,005+169.1% | $13,402+161.2% |