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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 | $588,535 | $169,356+247.5% | $129,406+354.8% | $145,897+303.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.05% | 14418.62%-14413.6pp | 9468.18%-9463.1pp | 552.29%-547.2pp |
| Employer contribution / active EE | $11,700 | $5,542+111.1% | $4,155+181.6% | $4,663+150.9% |
| Participant deferral / active EE | $26,750 | $4,987+436.4% | $4,167+541.9% | $6,689+299.9% |
| Admin fee / account holder | $4,227 | $9,915-57.4% | $7,689-45.0% | $13,390-68.4% |