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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 | $1,343,478 | $227,633+490.2% | $189,597+608.6% | $167,553+701.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 5.66% | 78.45%-72.8pp | 64.20%-58.5pp | 478.89%-473.2pp |
| Employer contribution / active EE | $24,273 | $5,317+356.5% | $4,412+450.1% | $4,840+401.6% |
| Participant deferral / active EE | $18,200 | $7,003+159.9% | $6,174+194.8% | $6,343+186.9% |
| Admin fee / account holder | $6,761 | $11,879-43.1% | $9,807-31.1% | $12,316-45.1% |