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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 | $1,327,503 | $157,296+744.0% | $141,191+840.2% | $152,897+768.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.35% | 64.34%-52.0pp | 71.41%-59.1pp | 345.43%-333.1pp |
| Employer contribution / active EE | $33,333 | $5,262+533.4% | $4,736+603.8% | $4,764+599.8% |
| Participant deferral / active EE | $2,884 | $7,111-59.4% | $6,710-57.0% | $5,851-50.7% |
| Admin fee / account holder | $16,601 | $12,125+36.9% | $10,264+61.7% | $11,599+43.1% |