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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 | $503,078 | $169,237+197.3% | $129,339+289.0% | $145,978+244.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.65% | 14364.43%-14360.8pp | 9437.05%-9433.4pp | 550.52%-546.9pp |
| Employer contribution / active EE | $20,559 | $5,540+271.1% | $4,154+394.9% | $4,662+341.0% |
| Participant deferral / active EE | $30,500 | $4,991+511.1% | $4,170+631.4% | $6,690+355.9% |
| Admin fee / account holder | $4,546 | $9,882-54.0% | $7,668-40.7% | $13,400-66.1% |