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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 | $1,260,069 | $149,040+745.5% | $120,225+948.1% | $137,256+818.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.30% | 605.68%-597.4pp | 439.23%-430.9pp | 220.34%-212.0pp |
| Employer contribution / active EE | $73,472 | $4,350+1588.9% | $3,475+2014.0% | $4,156+1667.8% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,678 | $6,348-10.5% | $5,696-0.3% | $12,270-53.7% |