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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 | $1,215,568 | $102,635+1084.4% | $86,209+1310.0% | $139,456+771.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 2.20% | 1923.53%-1921.3pp | 1169.05%-1166.9pp | 373.45%-371.2pp |
| Employer contribution / active EE | $10,556 | $3,034+247.9% | $2,381+343.3% | $4,753+122.1% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $73,855 | $8,661+752.8% | $6,853+977.7% | $11,407+547.5% |