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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 | $1,145,138 | $185,883+516.1% | $170,043+573.4% | $139,466+721.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.68% | 60.54%-51.9pp | 53.40%-44.7pp | 373.66%-365.0pp |
| Employer contribution / active EE | $4,577 | $7,596-39.7% | $6,790-32.6% | $4,754-3.7% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $418 | $15,393-97.3% | $12,824-96.7% | $11,409-96.3% |