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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 | $1,197,757 | $174,379+586.9% | $152,093+687.5% | $138,895+762.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 3.84% | 74.86%-71.0pp | 66.36%-62.5pp | 145.39%-141.6pp |
| Employer contribution / active EE | $3,258 | $4,652-30.0% | $4,175-22.0% | $4,194-22.3% |
| Participant deferral / active EE | $4,796 | $6,159-22.1% | $5,451-12.0% | $6,396-25.0% |
| Admin fee / account holder | $44,542 | $16,880+163.9% | $14,497+207.3% | $12,562+254.6% |