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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 | $1,150,990 | $107,944+966.3% | $91,994+1151.2% | $152,885+652.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 12.32% | 89.26%-76.9pp | 69.03%-56.7pp | 345.39%-333.1pp |
| Employer contribution / active EE | $29,488 | $4,210+600.4% | $3,452+754.2% | $4,763+519.1% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,867 | $10,521+31.8% | $7,743+79.1% | $11,598+19.6% |