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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 | $1,194,587 | $176,120+578.3% | $159,487+649.0% | $167,553+613.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.21% | 331.95%-328.7pp | 263.71%-260.5pp | 478.89%-475.7pp |
| Employer contribution / active EE | $46,500 | $5,299+777.5% | $4,831+862.5% | $4,840+860.8% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $40,085 | $12,561+219.1% | $10,804+271.0% | $12,316+225.5% |