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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 | $154,228+747.0% | $145,433+798.2% | $137,256+851.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.59% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $9,000 | $4,804+87.3% | $4,554+97.6% | $4,156+116.6% |
| Participant deferral / active EE | $27,000 | $8,216+228.6% | $7,897+241.9% | $6,407+321.4% |
| Admin fee / account holder | $8,997 | $14,344-37.3% | $13,129-31.5% | $12,270-26.7% |