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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 | $1,280,828 | $175,231+630.9% | $149,696+755.6% | $139,466+818.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.70% | 166.77%-159.1pp | 134.46%-126.8pp | 373.66%-366.0pp |
| Employer contribution / active EE | $13,750 | $5,478+151.0% | $4,821+185.2% | $4,754+189.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,786 | $16,155-58.0% | $13,212-48.6% | $11,409-40.5% |