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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 | $521,002 | $160,040+225.5% | $147,096+254.2% | $145,877+257.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.12% | 98.49%-91.4pp | 419.75%-412.6pp | 551.28%-544.2pp |
| Employer contribution / active EE | $19,500 | $5,289+268.7% | $4,936+295.1% | $4,663+318.2% |
| Participant deferral / active EE | $23,849 | $8,429+182.9% | $8,071+195.5% | $6,691+256.5% |
| Admin fee / account holder | $500,532 | $15,050+3225.8% | $13,005+3748.7% | $13,402+3634.7% |