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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 | $1,937,596 | $210,698+819.6% | $178,014+988.4% | $145,959+1227.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.97% | 386.27%-380.3pp | 294.80%-288.8pp | 561.95%-556.0pp |
| Employer contribution / active EE | $31,711 | $4,567+594.3% | $3,950+702.8% | $4,661+580.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $43,470 | $12,016+261.8% | $10,362+319.5% | $13,398+224.5% |