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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 | $1,273,667 | $111,535+1041.9% | $105,223+1110.4% | $137,256+828.0% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.5pp | 80.0%-1.4pp |
| Annual return | 9.24% | 237.85%-228.6pp | 180.65%-171.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,804 | $3,939-28.8% | $3,689-24.0% | $4,156-32.5% |
| Participant deferral / active EE | $4,620 | $5,500-16.0% | $5,072-8.9% | $6,407-27.9% |
| Admin fee / account holder | $83,260 | $9,721+756.5% | $8,859+839.9% | $12,270+578.6% |