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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 | $1,360,744 | $176,688+670.1% | $130,660+941.4% | $152,897+790.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 5.30% | 2693.08%-2687.8pp | 1709.29%-1704.0pp | 345.43%-340.1pp |
| Employer contribution / active EE | $15,900 | $5,743+176.9% | $4,092+288.5% | $4,764+233.8% |
| Participant deferral / active EE | $25,000 | $4,362+473.1% | $3,603+593.9% | $5,851+327.3% |
| Admin fee / account holder | $32,079 | $7,131+349.8% | $5,463+487.2% | $11,599+176.6% |