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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 | $1,161,597 | $174,379+566.1% | $152,093+663.7% | $138,895+736.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.93% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $17,552 | $4,652+277.3% | $4,175+320.4% | $4,194+318.5% |
| Participant deferral / active EE | $12,500 | $6,159+103.0% | $5,451+129.3% | $6,396+95.4% |
| Admin fee / account holder | $10,176 | $16,880-39.7% | $14,497-29.8% | $12,562-19.0% |