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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 | $1,290,098 | $201,370+540.7% | $184,256+600.2% | $145,897+784.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.65% | 29.05%-21.4pp | 28.85%-21.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $28,046 | $7,024+299.3% | $6,427+336.4% | $4,663+501.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,968 | $16,364-33.0% | $13,899-21.1% | $13,390-18.1% |