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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 | $1,382,406 | $209,428+560.1% | $178,498+674.5% | $158,950+769.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.32% | 188.78%-187.5pp | 151.09%-149.8pp | 302.91%-301.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,100 | $5,955-64.7% | $5,202-59.6% | $5,983-64.9% |
| Admin fee / account holder | $5,344 | $17,077-68.7% | $13,985-61.8% | $11,248-52.5% |