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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 | $1,071,164 | $88,754+1106.9% | $81,820+1209.2% | $145,877+634.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.44% | 1031.77%-1026.3pp | 777.93%-772.5pp | 551.28%-545.8pp |
| Employer contribution / active EE | $26,459 | $3,085+757.5% | $2,915+807.7% | $4,663+467.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $313,397 | $8,424+3620.5% | $7,391+4140.5% | $13,402+2238.4% |