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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 | $1,154,778 | $114,119+911.9% | $107,187+977.3% | $138,895+731.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 5.49% | 273.21%-267.7pp | 204.55%-199.1pp | 145.39%-139.9pp |
| Employer contribution / active EE | $59,332 | $4,059+1361.8% | $3,782+1468.7% | $4,194+1314.6% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $124,060 | $10,024+1137.7% | $9,162+1254.0% | $12,562+887.6% |