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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 | $936,167 | $180,749+417.9% | $160,784+482.3% | $137,256+582.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 3.12% | 2234.46%-2231.3pp | 1803.92%-1800.8pp | 220.34%-217.2pp |
| Employer contribution / active EE | $27,125 | $4,155+552.8% | $3,733+626.7% | $4,156+552.7% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $84,448 | $10,397+712.2% | $9,717+769.1% | $12,270+588.2% |