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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 | $1,165,629 | $175,231+565.2% | $149,696+678.7% | $139,466+735.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.96% | 166.77%-156.8pp | 134.46%-124.5pp | 373.66%-363.7pp |
| Employer contribution / active EE | $9,558 | $5,478+74.5% | $4,821+98.3% | $4,754+101.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $49,135 | $16,155+204.1% | $13,212+271.9% | $11,409+330.7% |