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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 | $1,033,887 | $175,259+489.9% | $149,723+590.5% | $139,487+641.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.74% | 166.82%-166.1pp | 134.50%-133.8pp | 373.84%-373.1pp |
| Employer contribution / active EE | $5,850 | $5,478+6.8% | $4,821+21.3% | $4,755+23.0% |
| Participant deferral / active EE | $4,000 | $6,522-38.7% | $5,682-29.6% | $6,713-40.4% |
| Admin fee / account holder | $47,666 | $16,158+195.0% | $13,215+260.7% | $11,407+317.8% |