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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 | $100,970+1012.7% | $96,576+1063.3% | $137,256+718.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 0.02% | 38.16%-38.1pp | 38.47%-38.4pp | 220.34%-220.3pp |
| Employer contribution / active EE | $22,700 | $3,809+495.9% | $3,553+538.9% | $4,156+446.2% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $64,809 | $11,312+472.9% | $11,381+469.4% | $12,270+428.2% |