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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 | $593,905 | $112,131+429.7% | $95,964+518.9% | $158,982+273.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.69% | 171.19%-165.5pp | 91.64%-86.0pp | 302.99%-297.3pp |
| Employer contribution / active EE | $28,000 | $3,199+775.3% | $2,541+1001.8% | $4,763+487.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $293,125 | $10,136+2791.9% | $6,797+4212.4% | $11,252+2505.2% |