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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 | $1,634,054 | $199,109+720.7% | $173,730+840.6% | $154,746+956.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 4.47% | 20.02%-15.6pp | 19.96%-15.5pp | 172.34%-167.9pp |
| Employer contribution / active EE | $2,789 | $5,311-47.5% | $4,577-39.1% | $4,379-36.3% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $203,281 | $20,916+871.9% | $17,523+1060.1% | $14,365+1315.1% |