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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 | $1,365,206 | $72,071+1794.2% | $68,368+1896.9% | $137,256+894.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.71% | 353.14%-340.4pp | 292.57%-279.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $47,891 | $2,788+1617.8% | $2,649+1708.0% | $4,156+1052.3% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,258 | $5,336+73.5% | $5,150+79.8% | $12,270-24.5% |