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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 | $1,591,533 | $106,280+1397.5% | $96,538+1548.6% | $139,487+1041.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -0.14% | 38.48%-38.6pp | 35.74%-35.9pp | 373.84%-374.0pp |
| Employer contribution / active EE | $526,794 | $4,107+12726.6% | $3,740+13984.6% | $4,755+10979.5% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,707 | $7,888-15.0% | $6,737-0.4% | $11,407-41.2% |