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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 | $1,703,816 | $209,847+711.9% | $189,520+799.0% | $167,518+917.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.29% | 748.45%-740.2pp | 555.25%-547.0pp | 478.71%-470.4pp |
| Employer contribution / active EE | $26,591 | $6,913+284.6% | $6,161+331.6% | $4,838+449.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $73,787 | $14,295+416.2% | $12,046+512.5% | $12,312+499.3% |