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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 | $1,228,589 | $106,001+1059.0% | $92,235+1232.0% | $147,585+732.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.52% | 50.05%-40.5pp | 176.28%-166.8pp | 578.56%-569.0pp |
| Employer contribution / active EE | $10,011 | $4,333+131.0% | $3,679+172.1% | $4,876+105.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,672 | $6,332+52.7% | $5,194+86.2% | $10,885-11.2% |