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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 | $1,347,803 | $154,228+773.9% | $145,433+826.8% | $137,256+882.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.90% | 74.59%-67.7pp | 66.58%-59.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $7,907 | $4,804+64.6% | $4,554+73.6% | $4,156+90.3% |
| Participant deferral / active EE | $31,000 | $8,216+277.3% | $7,897+292.5% | $6,407+383.9% |
| Admin fee / account holder | $1,526 | $14,344-89.4% | $13,129-88.4% | $12,270-87.6% |