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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 | $1,414,689 | $172,111+722.0% | $150,298+841.3% | $137,256+930.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.76% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $46,500 | $4,636+903.0% | $4,154+1019.4% | $4,156+1018.9% |
| Participant deferral / active EE | $18,667 | $6,166+202.7% | $5,453+242.3% | $6,407+191.4% |
| Admin fee / account holder | $18,000 | $16,471+9.3% | $14,116+27.5% | $12,270+46.7% |