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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 | $739,254 | $156,963+371.0% | $121,204+509.9% | $139,466+430.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.63% | 1476.75%-1469.1pp | 987.18%-979.6pp | 373.66%-366.0pp |
| Employer contribution / active EE | $4,000 | $5,544-27.9% | $4,170-4.1% | $4,754-15.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $63,737 | $6,953+816.6% | $5,651+1027.9% | $11,409+458.7% |