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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 | $1,404,502 | $208,088+575.0% | $186,193+654.3% | $154,746+807.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 4.80% | 89.97%-85.2pp | 78.03%-73.2pp | 172.34%-167.5pp |
| Employer contribution / active EE | $6,250 | $4,340+44.0% | $3,918+59.5% | $4,379+42.7% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $994 | $11,698-91.5% | $11,058-91.0% | $14,365-93.1% |