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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 | $1,148,044 | $165,399+594.1% | $149,745+666.7% | $158,982+622.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.15% | 348.34%-341.2pp | 276.72%-269.6pp | 302.99%-295.8pp |
| Employer contribution / active EE | $46,000 | $5,105+801.1% | $4,646+890.2% | $4,763+865.8% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,298 | $10,811-78.7% | $9,312-75.3% | $11,252-79.6% |