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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 | $1,261,985 | $153,311+723.2% | $109,313+1054.5% | $273,972+360.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.85% | 29.86%-29.0pp | 22.07%-21.2pp | 41.46%-40.6pp |
| Employer contribution / active EE | $53,000 | $5,619+843.2% | $3,892+1261.8% | $4,869+988.6% |
| Participant deferral / active EE | $6,000 | $3,932+52.6% | $3,166+89.5% | $5,287+13.5% |
| Admin fee / account holder | $33,828 | $8,076+318.9% | $5,666+497.0% | $10,133+233.9% |