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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 | $1,037,399 | $209,425+395.4% | $178,499+481.2% | $158,966+552.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.73% | 188.80%-185.1pp | 151.10%-147.4pp | 302.95%-299.2pp |
| Employer contribution / active EE | $39,733 | $5,707+596.2% | $5,011+692.9% | $4,762+734.3% |
| Participant deferral / active EE | $24,623 | $5,955+313.5% | $5,202+373.3% | $5,983+311.5% |
| Admin fee / account holder | $2,520 | $17,078-85.2% | $13,986-82.0% | $11,250-77.6% |