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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 | $1,836,925 | $196,972+832.6% | $182,262+907.8% | $198,609+824.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 1.11% | 158.27%-157.2pp | 140.60%-139.5pp | 202.70%-201.6pp |
| Employer contribution / active EE | $47,854 | $5,364+792.2% | $5,046+848.4% | $5,055+846.6% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13,351 | $18,429-27.6% | $16,712-20.1% | $19,030-29.8% |