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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 | $1,242,260 | $156,398+694.3% | $147,318+743.2% | $138,895+794.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 0.68% | 78.75%-78.1pp | 70.43%-69.8pp | 145.39%-144.7pp |
| Employer contribution / active EE | $7,997 | $4,853+64.8% | $4,593+74.1% | $4,194+90.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $67,921 | $14,976+353.5% | $13,708+395.5% | $12,562+440.7% |