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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 | $1,677,185 | $180,749+827.9% | $160,784+943.1% | $137,256+1121.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 7.39% | 2234.46%-2227.1pp | 1803.92%-1796.5pp | 220.34%-212.9pp |
| Employer contribution / active EE | $10,065 | $4,155+142.2% | $3,733+169.6% | $4,156+142.2% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,158 | $10,397-88.9% | $9,717-88.1% | $12,270-90.6% |