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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 | $1,159,325 | $72,426+1500.7% | $67,560+1616.0% | $145,897+694.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.33% | 7226.78%-7219.5pp | 3533.50%-3526.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $23,142 | $3,074+652.7% | $2,737+745.6% | $4,663+396.3% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,060 | $5,514-44.5% | $3,994-23.4% | $13,390-77.1% |