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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 | $1,400,767 | $155,555+800.5% | $146,866+853.8% | $155,188+802.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.74% | 115.41%-106.7pp | 102.85%-94.1pp | 148.84%-140.1pp |
| Employer contribution / active EE | $45,000 | $4,647+868.4% | $4,425+917.0% | $4,248+959.4% |
| Participant deferral / active EE | $3,750 | $8,044-53.4% | $7,759-51.7% | $6,531-42.6% |
| Admin fee / account holder | $771,493 | $14,755+5128.6% | $13,620+5564.4% | $14,480+5228.1% |