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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 | $1,326,572 | $109,905+1107.0% | $98,506+1246.7% | $167,553+691.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.49% | 1960.20%-1954.7pp | 1494.92%-1489.4pp | 478.89%-473.4pp |
| Employer contribution / active EE | $32,794 | $3,226+916.6% | $2,961+1007.4% | $4,840+577.6% |
| Participant deferral / active EE | $22,560 | $4,674+382.7% | $4,277+427.5% | $6,343+255.7% |
| Admin fee / account holder | $2,978 | $6,760-55.9% | $5,955-50.0% | $12,316-75.8% |