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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 | $1,046,506 | $184,000+468.8% | $162,185+545.3% | $152,909+584.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.61% | 150.80%-142.2pp | 115.61%-107.0pp | 345.46%-336.9pp |
| Employer contribution / active EE | $7,500 | $6,370+17.7% | $5,613+33.6% | $4,764+57.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $51,282 | $13,124+290.7% | $10,844+372.9% | $11,601+342.1% |