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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 | $159,934+394.1% | $147,005+437.6% | $145,959+441.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.62% | 98.24%-92.6pp | 418.76%-413.1pp | 561.95%-556.3pp |
| Employer contribution / active EE | $3,109 | $5,287-41.2% | $4,934-37.0% | $4,661-33.3% |
| Participant deferral / active EE | $5,517 | $8,427-34.5% | $8,070-31.6% | $6,689-17.5% |
| Admin fee / account holder | $35,000 | $15,053+132.5% | $13,006+169.1% | $13,398+161.2% |