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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 | $1,141,566 | $209,336+445.3% | $197,124+479.1% | $137,256+731.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.40% | 48.09%-36.7pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $23,982 | $6,591+263.9% | $6,227+285.1% | $4,156+477.0% |
| Participant deferral / active EE | $9,500 | $9,614-1.2% | $9,135+4.0% | $6,407+48.3% |
| Admin fee / account holder | $51,549 | $17,308+197.8% | $16,298+216.3% | $12,270+320.1% |