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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 | $891,825 | $107,941+726.2% | $91,994+869.4% | $152,909+483.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 2.17% | 89.28%-87.1pp | 69.04%-66.9pp | 345.46%-343.3pp |
| Employer contribution / active EE | $30,925 | $4,212+634.3% | $3,453+795.7% | $4,764+549.2% |
| Participant deferral / active EE | $3,000 | $6,366-52.9% | $5,924-49.4% | $5,851-48.7% |
| Admin fee / account holder | $7,416 | $10,521-29.5% | $7,744-4.2% | $11,601-36.1% |