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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 | $1,306,292 | $156,398+735.2% | $147,318+786.7% | $138,895+840.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.59% | 78.75%-68.2pp | 70.43%-59.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $9,000 | $4,853+85.4% | $4,593+96.0% | $4,194+114.6% |
| Participant deferral / active EE | $27,000 | $8,237+227.8% | $7,906+241.5% | $6,396+322.1% |
| Admin fee / account holder | $8,997 | $14,976-39.9% | $13,708-34.4% | $12,562-28.4% |