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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 | $1,054,600 | $150,442+601.0% | $136,295+673.8% | $147,585+614.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.30% | 1049.09%-1040.8pp | 5155.97%-5147.7pp | 578.56%-570.3pp |
| Employer contribution / active EE | $16,107 | $5,256+206.4% | $4,695+243.0% | $4,876+230.3% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $91,227 | $10,905+736.5% | $9,243+886.9% | $10,885+738.1% |