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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 | $1,030,171 | $157,304+554.9% | $141,197+629.6% | $152,909+573.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.86% | 64.34%-50.5pp | 71.41%-57.5pp | 345.46%-331.6pp |
| Employer contribution / active EE | $29,600 | $5,263+462.5% | $4,736+525.0% | $4,764+521.3% |
| Participant deferral / active EE | $3,800 | $7,111-46.6% | $6,710-43.4% | $5,851-35.1% |
| Admin fee / account holder | $32,251 | $12,126+166.0% | $10,265+214.2% | $11,601+178.0% |