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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 | $1,377,895 | $198,457+594.3% | $170,435+708.5% | $147,586+833.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.65% | 257.30%-250.7pp | 205.94%-199.3pp | 578.59%-571.9pp |
| Employer contribution / active EE | $34,625 | $6,183+460.0% | $5,432+537.4% | $4,876+610.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $61,465 | $16,852+264.7% | $13,881+342.8% | $10,886+464.6% |