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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 | $987,642 | $169,161+483.8% | $129,295+663.9% | $145,959+576.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.16% | 14348.07%-14341.9pp | 9429.28%-9423.1pp | 561.95%-555.8pp |
| Employer contribution / active EE | $43,999 | $5,543+693.8% | $4,157+958.4% | $4,661+844.0% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,856 | $9,878-30.6% | $7,665-10.6% | $13,398-48.8% |