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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 | $1,148,824 | $182,442+529.7% | $163,379+603.2% | $138,895+727.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 6.06% | 72.74%-66.7pp | 63.41%-57.3pp | 145.39%-139.3pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $23,000 | $6,817+237.4% | $6,282+266.1% | $6,396+259.6% |
| Admin fee / account holder | $8,246 | $10,396-20.7% | $9,818-16.0% | $12,562-34.4% |