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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 | $1,057,897 | $126,519+736.2% | $106,201+896.1% | $145,959+624.8% |
| Participation rate | 90.9% | 77.7%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 5.61% | 225.10%-219.5pp | 116.26%-110.7pp | 561.95%-556.3pp |
| Employer contribution / active EE | $48,802 | $3,726+1209.9% | $3,170+1439.7% | $4,661+947.1% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $49,260 | $17,312+184.5% | $11,039+346.2% | $13,398+267.7% |