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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 | $697,769 | $180,749+286.0% | $160,784+334.0% | $137,256+408.4% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 2.70% | 2234.46%-2231.8pp | 1803.92%-1801.2pp | 220.34%-217.6pp |
| Employer contribution / active EE | $1,034 | $4,155-75.1% | $3,733-72.3% | $4,156-75.1% |
| Participant deferral / active EE | $1,400 | $6,844-79.5% | $6,293-77.8% | $6,407-78.1% |
| Admin fee / account holder | $806,250 | $10,397+7654.8% | $9,717+8197.4% | $12,270+6470.8% |