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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 | $1,166,321 | $129,737+799.0% | $119,126+879.1% | $154,746+653.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.54% | 379.08%-369.5pp | 282.11%-272.6pp | 172.34%-162.8pp |
| Employer contribution / active EE | $33,087 | $4,375+656.3% | $4,034+720.3% | $4,379+655.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $57,849 | $11,961+383.7% | $10,693+441.0% | $14,365+302.7% |