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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 | $566,315 | $109,863+415.5% | $98,477+475.1% | $167,518+238.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.63% | 1958.09%-1949.5pp | 1493.59%-1485.0pp | 478.71%-470.1pp |
| Employer contribution / active EE | $6,843 | $3,225+112.2% | $2,961+131.1% | $4,838+41.4% |
| Participant deferral / active EE | $6,843 | $4,673+46.4% | $4,276+60.0% | $6,342+7.9% |
| Admin fee / account holder | $2,364 | $6,755-65.0% | $5,951-60.3% | $12,312-80.8% |