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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 | $1,123,461 | $102,609+994.9% | $98,090+1045.3% | $138,895+708.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 0.02% | 36.44%-36.4pp | 37.05%-37.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $22,700 | $3,867+487.0% | $3,606+529.5% | $4,194+441.2% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $64,809 | $11,434+466.8% | $11,815+448.5% | $12,562+415.9% |