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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 | $1,167,634 | $150,446+676.1% | $136,297+756.7% | $147,585+691.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.00% | 1049.14%-1042.1pp | 5156.19%-5149.2pp | 578.58%-571.6pp |
| Employer contribution / active EE | $476,000 | $5,256+8955.8% | $4,696+10037.1% | $4,876+9661.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $483,066 | $10,906+4329.4% | $9,244+5125.8% | $10,886+4337.7% |