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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 | $1,063,905 | $202,326+425.8% | $172,745+515.9% | $152,870+596.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.72% | 1029.72%-1026.0pp | 802.90%-799.2pp | 345.34%-341.6pp |
| Employer contribution / active EE | $37,000 | $5,858+531.6% | $5,144+619.3% | $4,763+676.9% |
| Participant deferral / active EE | $23,000 | $5,948+286.7% | $5,197+342.5% | $5,850+293.1% |
| Admin fee / account holder | $6,760 | $17,110-60.5% | $13,954-51.6% | $11,597-41.7% |