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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 | $1,173,217 | $201,264+482.9% | $184,185+537.0% | $145,978+703.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.07% | 29.00%-28.9pp | 28.81%-28.7pp | 550.52%-550.4pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $77,000 | $9,806+685.2% | $9,132+743.2% | $6,690+1051.0% |
| Admin fee / account holder | $74,685 | $16,376+356.1% | $13,909+437.0% | $13,400+457.3% |