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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 | $1,434,715 | $202,440+608.7% | $169,390+747.0% | $139,466+928.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 7.56% | 532.36%-524.8pp | 406.07%-398.5pp | 373.66%-366.1pp |
| Employer contribution / active EE | $10,000 | $4,693+113.1% | $4,013+149.2% | $4,754+110.4% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,411 | $10,722-86.8% | $9,015-84.3% | $11,409-87.6% |