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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 | $1,371,213 | $198,457+590.9% | $170,435+704.5% | $147,586+829.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.53% | 257.30%-249.8pp | 205.94%-198.4pp | 578.59%-571.1pp |
| Employer contribution / active EE | $31,500 | $6,183+409.5% | $5,432+479.9% | $4,876+546.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $292,399 | $16,852+1635.1% | $13,881+2006.5% | $10,886+2586.1% |