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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 | $1,079,740 | $199,109+442.3% | $173,730+521.5% | $154,746+597.8% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 7.92% | 20.02%-12.1pp | 19.96%-12.0pp | 172.34%-164.4pp |
| Employer contribution / active EE | $18,946 | $5,311+256.7% | $4,577+313.9% | $4,379+332.7% |
| Participant deferral / active EE | $9,974 | $7,113+40.2% | $6,326+57.7% | $6,730+48.2% |
| Admin fee / account holder | $100,938 | $20,916+382.6% | $17,523+476.0% | $14,365+602.7% |