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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 | $1,511,835 | $162,136+832.4% | $152,301+892.7% | $154,746+877.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.40% | 91.02%-79.6pp | 80.50%-69.1pp | 172.34%-160.9pp |
| Employer contribution / active EE | $16,234 | $4,890+232.0% | $4,624+251.0% | $4,379+270.7% |
| Participant deferral / active EE | $15,000 | $8,341+79.8% | $8,004+87.4% | $6,730+122.9% |
| Admin fee / account holder | $53,401 | $15,759+238.9% | $14,398+270.9% | $14,365+271.7% |