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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 | $1,057,897 | $125,237+744.7% | $105,608+901.7% | $145,877+625.2% |
| Participation rate | 90.9% | 77.7%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 5.61% | 225.76%-220.2pp | 116.50%-110.9pp | 551.28%-545.7pp |
| Employer contribution / active EE | $48,802 | $3,720+1211.7% | $3,167+1440.9% | $4,663+946.6% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $49,260 | $17,287+184.9% | $11,028+346.7% | $13,402+267.6% |