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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 | $1,056,213 | $178,174+492.8% | $156,181+576.3% | $137,256+669.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.82% | 84.19%-74.4pp | 64.87%-55.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $21,454 | $4,972+331.5% | $4,294+399.6% | $4,156+416.2% |
| Participant deferral / active EE | $14,247 | $6,888+106.8% | $6,132+132.3% | $6,407+122.4% |
| Admin fee / account holder | $93,040 | $17,404+434.6% | $14,586+537.9% | $12,270+658.3% |