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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 | $1,091,303 | $82,028+1230.4% | $123,105+786.5% | $59,633+1730.0% |
| Participation rate | 97.1% | 83.2%+13.9pp | 86.8%+10.4pp | 68.7%+28.5pp |
| Annual return | -12.05% | 5.12%-17.2pp | 13.22%-25.3pp | 2041.45%-2053.5pp |
| Employer contribution / active EE | $5,331 | $3,297+61.7% | $5,151+3.5% | $2,203+142.0% |
| Participant deferral / active EE | $14,357 | $4,667+207.6% | $6,229+130.5% | $3,192+349.8% |
| Admin fee / account holder | $4,873 | $5,879-17.1% | $9,014-45.9% | $4,297+13.4% |