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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 | $1,316,987 | $165,399+696.2% | $149,745+779.5% | $158,982+728.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.95% | 348.34%-340.4pp | 276.72%-268.8pp | 302.99%-295.0pp |
| Employer contribution / active EE | $9,539 | $5,105+86.9% | $4,646+105.3% | $4,763+100.3% |
| Participant deferral / active EE | $13,061 | $7,183+81.8% | $6,843+90.9% | $5,983+118.3% |
| Admin fee / account holder | $15,833 | $10,811+46.5% | $9,312+70.0% | $11,252+40.7% |