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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 | $1,105,643 | $165,361+568.6% | $149,715+638.5% | $158,950+595.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.95% | 348.24%-341.3pp | 276.66%-269.7pp | 302.91%-296.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,900 | $7,182-45.7% | $6,842-43.0% | $5,983-34.8% |
| Admin fee / account holder | $4,282 | $10,808-60.4% | $9,310-54.0% | $11,248-61.9% |