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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 | $1,293,128 | $211,105+512.6% | $178,449+624.6% | $145,978+785.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.44% | 30.19%-22.7pp | 27.09%-19.6pp | 550.52%-543.1pp |
| Employer contribution / active EE | $10,500 | $4,569+129.8% | $3,951+165.8% | $4,662+125.2% |
| Participant deferral / active EE | $2,000 | $6,959-71.3% | $6,277-68.1% | $6,690-70.1% |
| Admin fee / account holder | $1,458 | $12,017-87.9% | $10,362-85.9% | $13,400-89.1% |