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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 | $1,157,851 | $160,070+623.3% | $147,117+687.0% | $145,897+693.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.66% | 98.69%-95.0pp | 420.54%-416.9pp | 552.29%-548.6pp |
| Employer contribution / active EE | $31,123 | $5,285+488.9% | $4,932+531.0% | $4,663+567.5% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $44,242 | $15,035+194.3% | $12,993+240.5% | $13,390+230.4% |