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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 | $1,481,758 | $202,342+632.3% | $172,753+757.7% | $152,909+869.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.80% | 1029.88%-1026.1pp | 803.00%-799.2pp | 345.46%-341.7pp |
| Employer contribution / active EE | $6,000 | $5,857+2.4% | $5,144+16.6% | $4,764+25.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,166 | $17,112-69.8% | $13,956-63.0% | $11,601-55.5% |