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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 | $1,431,168 | $202,342+607.3% | $172,753+728.4% | $152,909+836.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.68% | 1029.88%-1019.2pp | 803.00%-792.3pp | 345.46%-334.8pp |
| Employer contribution / active EE | $2,275 | $5,857-61.2% | $5,144-55.8% | $4,764-52.3% |
| Participant deferral / active EE | $14,750 | $5,948+148.0% | $5,198+183.8% | $5,851+152.1% |
| Admin fee / account holder | $86,216 | $17,112+403.8% | $13,956+517.8% | $11,601+643.2% |