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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 | $1,074,874 | $165,399+549.9% | $149,745+617.8% | $158,982+576.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.26% | 348.34%-347.1pp | 276.72%-275.5pp | 302.99%-301.7pp |
| Employer contribution / active EE | $27,590 | $5,105+440.5% | $4,646+493.9% | $4,763+479.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,165 | $10,811-89.2% | $9,312-87.5% | $11,252-89.6% |