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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 | $986,159 | $166,268+493.1% | $165,100+497.3% | $145,897+575.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.72% | 100.52%-98.8pp | 70.21%-68.5pp | 552.29%-550.6pp |
| Employer contribution / active EE | $11,140 | $5,284+110.8% | $4,348+156.2% | $4,663+138.9% |
| Participant deferral / active EE | $30,500 | $6,964+337.9% | $6,035+405.4% | $6,689+356.0% |
| Admin fee / account holder | $39,783 | $16,659+138.8% | $12,696+213.4% | $13,390+197.1% |