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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 | $965,939 | $87,166+1008.2% | $76,735+1158.8% | $137,256+603.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 10.62% | 26.50%-15.9pp | 29.77%-19.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $12,500 | $2,904+330.4% | $2,454+409.3% | $4,156+200.8% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $27,250 | $8,403+224.3% | $7,189+279.0% | $12,270+122.1% |