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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 | $877,213 | $155,840+462.9% | $124,694+603.5% | $167,553+423.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 7.78% | 17.98%-10.2pp | 5144.82%-5137.0pp | 478.89%-471.1pp |
| Employer contribution / active EE | $11,500 | $4,165+176.1% | $3,325+245.9% | $4,840+137.6% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $14,500 | $9,536+52.1% | $7,495+93.5% | $12,316+17.7% |