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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 | $1,041,041 | $157,304+561.8% | $141,197+637.3% | $152,909+580.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 13.85% | 64.34%-50.5pp | 71.41%-57.6pp | 345.46%-331.6pp |
| Employer contribution / active EE | $27,492 | $5,263+422.4% | $4,736+480.5% | $4,764+477.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,869 | $12,126+80.4% | $10,265+113.1% | $11,601+88.5% |