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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 | $748,626 | $72,396+934.1% | $67,511+1008.9% | $145,959+412.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.11% | 7194.07%-7185.0pp | 3517.41%-3508.3pp | 561.95%-552.8pp |
| Employer contribution / active EE | $22,229 | $3,071+623.9% | $2,733+713.5% | $4,661+376.9% |
| Participant deferral / active EE | $22,209 | $4,781+364.5% | $4,000+455.2% | $6,689+232.0% |
| Admin fee / account holder | $6,029 | $5,538+8.9% | $3,999+50.8% | $13,398-55.0% |