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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 | $1,051,452 | $148,623+607.5% | $135,974+673.3% | $139,466+653.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.57% | 79.30%-72.7pp | 68.30%-61.7pp | 373.66%-367.1pp |
| Employer contribution / active EE | $29,673 | $5,246+465.6% | $4,859+510.7% | $4,754+524.2% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,051 | $12,406-51.2% | $10,767-43.8% | $11,409-47.0% |