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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 | $1,456,960 | $227,291+541.0% | $214,702+578.6% | $155,188+838.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 8.04% | 60.08%-52.0pp | 54.55%-46.5pp | 148.84%-140.8pp |
| Employer contribution / active EE | $8,333 | $6,772+23.1% | $6,461+29.0% | $4,248+96.2% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $54,622 | $20,413+167.6% | $19,830+175.4% | $14,480+277.2% |