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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 | $523,630 | $156,963+233.6% | $121,204+332.0% | $139,466+275.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 1.32% | 1476.75%-1475.4pp | 987.18%-985.9pp | 373.66%-372.3pp |
| Employer contribution / active EE | $11,243 | $5,544+102.8% | $4,170+169.6% | $4,754+136.5% |
| Participant deferral / active EE | $26,250 | $4,848+441.4% | $4,083+542.9% | $6,712+291.1% |
| Admin fee / account holder | $3,711 | $6,953-46.6% | $5,651-34.3% | $11,409-67.5% |