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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 | $1,074,657 | $172,111+524.4% | $150,298+615.0% | $137,256+683.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.22% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $13,909 | $4,636+200.0% | $4,154+234.8% | $4,156+234.7% |
| Participant deferral / active EE | $16,909 | $6,166+174.2% | $5,453+210.1% | $6,407+163.9% |
| Admin fee / account holder | $9,746 | $16,471-40.8% | $14,116-31.0% | $12,270-20.6% |