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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 | $896,134 | $100,938+787.8% | $90,461+890.6% | $158,982+463.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.71% | 1727.20%-1725.5pp | 1294.76%-1293.1pp | 302.99%-301.3pp |
| Employer contribution / active EE | $23,438 | $3,691+534.9% | $3,264+618.1% | $4,763+392.1% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $37,045 | $6,510+469.1% | $5,617+559.5% | $11,252+229.2% |