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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 | $1,512,169 | $181,062+735.2% | $158,223+855.7% | $155,188+874.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 6.24% | 57.39%-51.1pp | 52.09%-45.9pp | 148.84%-142.6pp |
| Employer contribution / active EE | $25,000 | $4,565+447.7% | $4,109+508.5% | $4,248+488.5% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $74,038 | $18,825+293.3% | $16,047+361.4% | $14,480+411.3% |