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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 | $1,200,771 | $162,821+637.5% | $133,978+796.2% | $158,982+655.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.29% | 41.95%-36.7pp | 45.10%-39.8pp | 302.99%-297.7pp |
| Employer contribution / active EE | $35,515 | $4,976+613.7% | $3,919+806.2% | $4,763+645.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,637 | $11,742-60.5% | $8,930-48.1% | $11,252-58.8% |