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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 | $864,489 | $150,445+474.6% | $136,297+534.3% | $147,585+485.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.85% | 1049.14%-1043.3pp | 5156.16%-5150.3pp | 578.57%-572.7pp |
| Employer contribution / active EE | $1,250 | $5,256-76.2% | $4,696-73.4% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $34,808 | $10,906+219.2% | $9,244+276.6% | $10,885+219.8% |