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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 | $1,112,306 | $124,351+794.5% | $109,188+918.7% | $167,553+563.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.11% | 26.04%-16.9pp | 25.76%-16.6pp | 478.89%-469.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $12,000 | $5,257+128.3% | $4,654+157.8% | $6,343+89.2% |
| Admin fee / account holder | $46,207 | $7,975+479.4% | $6,755+584.0% | $12,316+275.2% |