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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 | $160,028+342.8% | $147,080+381.7% | $145,884+385.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.82% | 98.60%-92.8pp | 420.17%-414.3pp | 551.85%-546.0pp |
| Employer contribution / active EE | $24,897 | $5,286+371.0% | $4,933+404.7% | $4,662+434.0% |
| Participant deferral / active EE | $13,242 | $8,422+57.2% | $8,066+64.2% | $6,690+97.9% |
| Admin fee / account holder | $4,198 | $15,030-72.1% | $12,989-67.7% | $13,392-68.6% |