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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 | $1,455,229 | $175,259+730.3% | $149,723+871.9% | $139,487+943.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.40% | 166.82%-157.4pp | 134.50%-125.1pp | 373.84%-364.4pp |
| Employer contribution / active EE | $10,271 | $5,478+87.5% | $4,821+113.0% | $4,755+116.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $179,658 | $16,158+1011.9% | $13,215+1259.5% | $11,407+1474.9% |