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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 | $1,183,039 | $215,361+449.3% | $171,082+591.5% | $273,972+331.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -9.87% | 25.14%-35.0pp | 32.56%-42.4pp | 41.46%-51.3pp |
| Employer contribution / active EE | $13,800 | $4,967+177.8% | $4,002+244.8% | $4,869+183.4% |
| Participant deferral / active EE | $9,200 | $5,543+66.0% | $4,797+91.8% | $5,287+74.0% |
| Admin fee / account holder | $52,420 | $10,846+383.3% | $8,520+515.3% | $10,133+417.3% |