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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 | $1,439,834 | $162,136+788.0% | $152,301+845.4% | $154,746+830.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.89% | 91.02%-81.1pp | 80.50%-70.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $31,970 | $4,890+553.7% | $4,624+591.3% | $4,379+630.1% |
| Participant deferral / active EE | $23,607 | $8,341+183.0% | $8,004+194.9% | $6,730+250.8% |
| Admin fee / account holder | $27,550 | $15,759+74.8% | $14,398+91.3% | $14,365+91.8% |