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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 | $1,036,562 | $162,136+539.3% | $152,301+580.6% | $154,746+569.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 4.72% | 91.02%-86.3pp | 80.50%-75.8pp | 172.34%-167.6pp |
| Employer contribution / active EE | $10,000 | $4,890+104.5% | $4,624+116.2% | $4,379+128.4% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $41,226 | $15,759+161.6% | $14,398+186.3% | $14,365+187.0% |