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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 | $72,446+933.4% | $67,561+1008.1% | $145,877+413.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.11% | 7211.98%-7202.9pp | 3525.44%-3516.3pp | 551.28%-542.2pp |
| Employer contribution / active EE | $22,229 | $3,072+623.5% | $2,735+712.8% | $4,663+376.7% |
| Participant deferral / active EE | $22,209 | $4,785+364.2% | $4,003+454.8% | $6,691+231.9% |
| Admin fee / account holder | $6,029 | $5,541+8.8% | $4,006+50.5% | $13,402-55.0% |