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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 | $1,050,187 | $209,874+400.4% | $189,537+454.1% | $167,536+526.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.96% | 748.61%-739.7pp | 555.34%-546.4pp | 478.82%-469.9pp |
| Employer contribution / active EE | $26,303 | $6,913+280.5% | $6,161+326.9% | $4,839+443.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,626 | $14,299-67.6% | $12,048-61.6% | $12,315-62.4% |