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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 | $1,080,541 | $175,257+516.5% | $149,717+621.7% | $139,456+674.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.54% | 166.70%-157.2pp | 134.41%-124.9pp | 373.45%-363.9pp |
| Employer contribution / active EE | $1,950 | $5,477-64.4% | $4,820-59.6% | $4,753-59.0% |
| Participant deferral / active EE | $11,515 | $6,521+76.6% | $5,682+102.7% | $6,711+71.6% |
| Admin fee / account holder | $42,648 | $16,156+164.0% | $13,213+222.8% | $11,407+273.9% |