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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 | $169,161+247.9% | $129,295+355.2% | $145,959+303.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.05% | 14348.07%-14343.0pp | 9429.28%-9424.2pp | 561.95%-556.9pp |
| Employer contribution / active EE | $11,700 | $5,543+111.1% | $4,157+181.5% | $4,661+151.0% |
| Participant deferral / active EE | $26,750 | $4,989+436.1% | $4,169+541.6% | $6,689+299.9% |
| Admin fee / account holder | $4,227 | $9,878-57.2% | $7,665-44.9% | $13,398-68.5% |