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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 | $918,421 | $202,342+353.9% | $172,752+431.6% | $152,897+500.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.27% | 1029.83%-1028.6pp | 802.97%-801.7pp | 345.43%-344.2pp |
| Employer contribution / active EE | $42,052 | $5,858+617.9% | $5,144+717.5% | $4,764+782.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $350,460 | $17,111+1948.2% | $13,955+2411.4% | $11,599+2921.4% |