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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 | $1,050,031 | $148,558+606.8% | $135,925+672.5% | $139,427+653.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.09% | 79.22%-69.1pp | 68.25%-58.2pp | 373.27%-363.2pp |
| Employer contribution / active EE | $26,596 | $5,244+407.2% | $4,857+447.6% | $4,752+459.7% |
| Participant deferral / active EE | $15,000 | $8,101+85.2% | $7,759+93.3% | $6,711+123.5% |
| Admin fee / account holder | $563,414 | $12,401+4443.1% | $10,764+5134.4% | $11,404+4840.4% |