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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 | $1,066,906 | $107,363+893.7% | $92,909+1048.3% | $152,897+597.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 8.70% | 145.63%-136.9pp | 109.44%-100.7pp | 345.43%-336.7pp |
| Employer contribution / active EE | $6,667 | $4,222+57.9% | $3,653+82.5% | $4,764+40.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $803 | $7,082-88.7% | $5,795-86.1% | $11,599-93.1% |