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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 | $1,149,201 | $77,908+1375.1% | $149,696+667.7% | $75,173+1428.7% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 9.74% | 31.73%-22.0pp | 134.46%-124.7pp | 160.72%-151.0pp |
| Employer contribution / active EE | $35,769 | $3,138+1040.0% | $4,821+642.0% | $2,671+1239.2% |
| Participant deferral / active EE | $8,077 | $3,411+136.8% | $5,682+42.1% | $4,126+95.7% |
| Admin fee / account holder | $337,998 | $5,950+5581.0% | $13,212+2458.3% | $5,651+5881.7% |