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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 | $1,026,114 | $174,379+488.4% | $152,093+574.7% | $138,895+638.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.08% | 74.86%-65.8pp | 66.36%-57.3pp | 145.39%-136.3pp |
| Employer contribution / active EE | $18,705 | $4,652+302.1% | $4,175+348.0% | $4,194+346.0% |
| Participant deferral / active EE | $12,828 | $6,159+108.3% | $5,451+135.3% | $6,396+100.6% |
| Admin fee / account holder | $26,226 | $16,880+55.4% | $14,497+80.9% | $12,562+108.8% |