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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 | $829,744 | $150,445+451.5% | $136,297+508.8% | $147,585+462.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.36% | 1049.14%-1038.8pp | 5156.16%-5145.8pp | 578.57%-568.2pp |
| Employer contribution / active EE | $12,902 | $5,256+145.5% | $4,696+174.8% | $4,876+164.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $33,468 | $10,906+206.9% | $9,244+262.1% | $10,885+207.5% |