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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 | $1,003,728 | $202,342+396.1% | $172,753+481.0% | $152,909+556.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.04% | 1029.88%-1019.8pp | 803.00%-793.0pp | 345.46%-335.4pp |
| Employer contribution / active EE | $25,954 | $5,857+343.1% | $5,144+404.6% | $4,764+444.8% |
| Participant deferral / active EE | $19,466 | $5,948+227.3% | $5,198+274.5% | $5,851+232.7% |
| Admin fee / account holder | $267,723 | $17,112+1464.6% | $13,956+1818.4% | $11,601+2207.8% |