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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 | $1,503,503 | $197,594+660.9% | $177,822+745.5% | $158,931+846.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.87% | 58.76%-53.9pp | 48.32%-43.4pp | 302.86%-298.0pp |
| Employer contribution / active EE | $26,881 | $6,697+301.4% | $5,918+354.2% | $4,761+464.5% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8,613 | $15,400-44.1% | $12,428-30.7% | $11,247-23.4% |