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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 | $1,124,434 | $202,342+455.7% | $172,752+550.9% | $152,897+635.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.26% | 1029.83%-1022.6pp | 802.97%-795.7pp | 345.43%-338.2pp |
| Employer contribution / active EE | $10,000 | $5,858+70.7% | $5,144+94.4% | $4,764+109.9% |
| Participant deferral / active EE | $2,604 | $5,948-56.2% | $5,198-49.9% | $5,851-55.5% |
| Admin fee / account holder | $76,546 | $17,111+347.4% | $13,955+448.5% | $11,599+559.9% |