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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 | $1,936,213 | $197,637+879.7% | $177,848+988.7% | $158,982+1117.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.67% | 58.77%-54.1pp | 48.33%-43.7pp | 302.99%-298.3pp |
| Employer contribution / active EE | $5,250 | $6,698-21.6% | $5,919-11.3% | $4,763+10.2% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $62,100 | $15,406+303.1% | $12,431+399.5% | $11,252+451.9% |