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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 | $708,542 | $160,040+342.7% | $147,096+381.7% | $145,877+385.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.82% | 98.49%-92.7pp | 419.75%-413.9pp | 551.28%-545.5pp |
| Employer contribution / active EE | $24,897 | $5,289+370.7% | $4,936+404.4% | $4,663+433.9% |
| Participant deferral / active EE | $13,242 | $8,429+57.1% | $8,071+64.1% | $6,691+97.9% |
| Admin fee / account holder | $4,198 | $15,050-72.1% | $13,005-67.7% | $13,402-68.7% |